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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1980
- Office Locations
- 1
Office Locations
About Ostrom & Associates
Ostrom & Associates is a Glen Mills-based RIA. The firm has been operating for 46 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $607.1K in reported AUM per client.
The profile lists 1 reported office location and 46 years in operation. The source data was last updated on February 16, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
EDWARD LAURENCE OSTROM
Owner, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ostrom & Associates has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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