Oswego Wealth Management, Inc.

Oswego Wealth Management, Inc. (CRD# 307378) is a financial advisory firm headquartered in Tualatin, OR. They manage $30,446,058 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
18840 Sw Boones Ferry Road, Suite 200, Tualatin, OR 97062
http://www.oswegowealth.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $483,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Oswego Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Riback, financial advisor Tualatin OR
David A. Riback
CRD#: 1097586
18840 Sw Boones Ferry Road, Suite 200, Tualatin, OR 97062

David Riback (CRD# 1097586) is an Investment Advisor Representative working at Oswego Wealth Management, Inc. in Tualatin, OR and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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