O
$5.5M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
46 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1980
- Office Locations
- 1
Office Locations
21 Merchants ROW, Suite 5 Boston MA
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.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$275.0K AVG AUM / CLIENT
46.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
46yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
H
HAROLD HARUKI OSHIMA
Chief Compliance Officer, President
- CRD
- #729355
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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