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Anthony N Vollmer

O'Shaughnessy Asset Management, LLC

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About Anthony N Vollmer

Anthony N. Vollmer is an investment advisor representative with O'Shaughnessy Asset Management, LLC. Anthony has been in the financial services industry since April 2007 and has a Series 63, Series 66, and Series 24 license. Anthony has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anthony specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Anthony Vollmer is currently registered with O'Shaughnessy Asset Management, LLC. O'Shaughnessy Asset Management, LLC is an investment advisor based in STAMFORD, CT with approximately $12,599,503,777 in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer wrap fee programs and have experience managing assets for clients including high-net-worth individuals, corporations, charitable organizations, pension funds, and state or municipal government entities.
O'Shaughnessy Asset Management, LLC

100 FIRST STAMFORD PLACE

STAMFORD, CT 06902

$12.60B

Assets Under Management

1,070

Total Clients

38

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Assets under advisement (for uma)

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Anthony Vollmer’s Registration & Firm History

CT

10/27/2022 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

CO

04/18/2007 - 10/12/2022

FRANKLIN DISTRIBUTORS, LLC (Colorado Springs CO)

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Licenses & Designations

BOTH

Issued 10/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony N Vollmer.
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