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Obs Financial Share
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Overview Share
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Perrysburg, Ohio
$1.9 billion AUM
4 offices

Obs Financial is based in Perrysburg, Ohio and has $1.9 billion in assets under management.

Location
6330 Levis Common Boulevard
Perrysburg, OH 43551
$1.9 billion
AUM
29
Employees
AUM Share
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$1,926,352,341
Assets under management
4,642 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 4,181 $743,533,227 39% $177,836
High net worth individuals 91 $183,598,199 10% $2,017,563
Banking or thirft institutions 19 $696,582,917 36% $36,662,259
Pension and profit sharing plans 327 $286,449,394 15% $875,992
Other corporations or businesses 24 $16,188,604 1% $674,525
Employees Share
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29
Employees
13
Investment analysts
45% of total employees
AUM per employee Share
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$1,926,352,341
Assets under management
$66,425,943
AUM per employee
$148,180,949
AUM per investment analyst
About Share
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Compensation

Obs Financial makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Obs Financial provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 138,615
SEC number 801-65110
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date March 25, 2020

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