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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1980
- Office Locations
- 1
Office Locations
About Oshima & Associates
Oshima & Associates is a Boston-based RIA. The firm has been operating for 46 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 72.7% is discretionary and 27.3% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $275.0K in reported AUM per client.
The profile lists 1 reported office location and 46 years in operation. The source data was last updated on January 23, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
HAROLD HARUKI OSHIMA
Chief Compliance Officer, President
- CRD
- #729355
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Oshima & Associates has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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