O'SHAUGHNESSY ASSET MANAGEMENT, LLC - Financial Advisor in Connecticut, Stamford

Tel: 203-975-3333 100 First Stamford Place Stamford, Connecticut 06902

About O'SHAUGHNESSY ASSET MANAGEMENT, LLC

O'SHAUGHNESSY ASSET MANAGEMENT, LLC is a Stamford, Connecticut based financial advisory firm with nearly $12,599,503,777 in assets under management and provides investment advisory services for 6791 clients. There are currently 81 financial advisors at the firm.

General Information

Firm CRD#:

144594

Firm SEC#:

801-68177

Assets Under Management:

$12,599,503,777

No. of Clients:

6791

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based, Other (ASSETS UNDER ADVISEMENT (FOR UMA))

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