O
$3.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- 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.
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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Asset Classes
Summit frontier
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% |