$21.7M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
3 Employees
131 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
2500 South Power Road Suite 111 Mesa AZ
About Overson Advisory Group
Overson Advisory Group is a Mesa-based RIA. The firm has been operating for 13 years. Managing $21.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$21.7M AVG AUM / ADVISOR
$165.6K AVG AUM / CLIENT
13.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
LEILAND DAVID OVERSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1253784
- 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 | $21,485,000 | -- |
| Non-Discretionary | $215,000 | -- |
| Total | $21,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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