Osaic Holdings:
One of the Largest Independent Broker/Dealers
Recently Released!!!
Date Published: Jannuary 17, 2024
Summary PowerPoint Deck: 26 Slides
Reference PowerPoint Deck: 637 Slides
Osaic Holdings was founded as AIG Financial Advisors by American International Group (AIG) in 2004. The firm is based in Phoenix, AZ. Osaic Holdings has 2,300 employees, 11,950 financial advisors, $545 billion assets under management & administration, and $4.2 billion gross revenues. Osaic Holdings is led by its CEO Jamie Price. Osaic Holdings is privately owned. Its web site can be found at www.osaic.com
Date Published: Jannuary 17, 2024
Summary PowerPoint Deck: 26 Slides
Reference PowerPoint Deck: 637 Slides
Osaic Holdings was founded as AIG Financial Advisors by American International Group (AIG) in 2004. The firm is based in Phoenix, AZ. Osaic Holdings has 2,300 employees, 11,950 financial advisors, $545 billion assets under management & administration, and $4.2 billion gross revenues. Osaic Holdings is led by its CEO Jamie Price. Osaic Holdings is privately owned. Its web site can be found at www.osaic.com
This research addresses the key historical phases of Osaic Holdings, including:
- AIG Financial Advisors Phase
- Advisor Group Phase
- Osaic Holdings Phase
Its profile includes detailed outlines of its core businesses, including:
- Independent Channel
- RIA Solutions Channel
- Institutions Channel
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
