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Osage Pacific Advisors, Inc.

Headquartered in LAGUNA HILLS, CA

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Firm Information

Osage Pacific Advisors, Inc. is an investment advisor registered with the SEC and has approximately $17,214,861 in regulatory assets under management. The firm provides portfolio management for individuals and pension consulting. They serve individuals, other than high-net-worth individuals, and pension and profit-sharing plans.

Osage Pacific Advisors, Inc.

$17.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OSAGE PACIFIC ADVISORS, INC. has a total of 1 branch locations across the country.
location

LAGUNA HILLS, CA

Advisors at Osage Pacific Advisors, Inc.

View All 1 Advisors
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Robert Lansing Hicks

RA

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Reva Suzanne Sanchez

RA

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Phillip Scott Vigil

CFA®, RA

LAGUNA HILLS, CA

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Disclosures

There are no public disclosures for Osage Pacific Advisors, Inc..

Frequently Asked Questions (7)

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