O
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-2016
- Office Locations
- 1
Office Locations
23272 Mill Creek Dr. Suite 200 Laguna Hills CA
About Osage Pacific Advisors, Inc.
Osage Pacific Advisors, Inc. is a Laguna Hills-based RIA. The firm has been operating for 9 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
53 AVG AGE
$3.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Matrix
Asset Classes
Summit frontier Atlas atlas Value Harbor frontier Momentum Quantum Quantum
Client Personas
Meridian alpha
Investment Themes
Glacier meridian Legacy Capital
Investment Vehicles
Prime north Element
Services
Zenith value Pioneer Quantum timber North Harbor focus
Owner & Executives
P
PHILLIP SCOTT VIGIL
Chief Compliance Officer, Portfolio Manager, President
- CRD
- #2693782
- Ownership
- 75% or more
(855) 588-2180
peak.oak@beaconcapital.com
in linkedin.com/in/optima-delta
Showing 1 of 1 owners & executives
Unlock allContacts
R
ROBERT LANSING HICKS
--
- CRD
- #846347
(324) 248-4069
capital.pioneer@vectorcapital.com
in linkedin.com/in/legacy-timber
R
Reva Suzanne Sanchez
--
- CRD
- #7023545
(561) 538-3881
ember.delta@meridiancapital.com
in linkedin.com/in/value-fusion
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,207,426 | -- |
| Total | $3,207,426 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,207,426
Public Funds:
19.6% Equity - Exchange:
38.7% Cash:
41.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $540,998,812 | 19.6% |
| Equity - Exchange | $1,068,196,635 | 38.7% |
| Cash | $1,151,002,575 | 41.7% |
| Total | $2,760,198,022 | 100.0% |