O'shaughnessy Asset Management, LLC
O'shaughnessy Asset Management, LLC (CRD# 144594) is a financial advisory firm headquartered in Stamford, CT. They manage $7,983,580,249 in 4,197 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management7,984MILLION
-
Total Number of Accounts4,197ACCOUNTS
-
Average Account Value$1,902,211
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Ronald Schuler (CRD# 4039312) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.
Claudine Spence (CRD# 3105453) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 15 years of experience in the finance industry.
Ehren Stanhope (CRD# 5747833) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 14 years of experience in the finance industry.
Jamie Zelem (CRD# 5224962) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.
Nicholas Bhaskar (CRD# 7613862) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
James Catherwood (CRD# 7084710) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Washington D.c., DC and has over 4 years of experience in the finance industry.
Christian Coratti (CRD# 7737301) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Abbey Duncan (CRD# 7656744) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.
Thomas Farrell (CRD# 7120906) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 3 years of experience in the finance industry.
Laura Foster (CRD# 6265028) is an Investment Advisor Representative working at O'shaughnessy Asset Management, LLC in Stamford, CT and has over 10 years of experience in the finance industry.