OSAIC INSTITUTIONS, INC.
SEC Form ADV profile.
Total regulatory AUM
$6,494,001,878
Discretionary
$4,105,335,254
Non-discretionary
$2,388,666,624
Firm details
- CRD number
- 35371
- SEC file number
- 801-67242
- Main office
- MERIDEN, CT, United States
- Employees
- 1,839
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.