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OHIGGINS ASSET MANAGEMENT INC
CRD 107194 · SEC 801-119691
NY, United States
Phone
305-861-1883
Fax
305-861-9852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.8M
Discretionary AUM
$83.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $4.6M |
| High net worth individuals | 13 | $10.5M |
| Charitable organizations | 1 | $111.3M |
| Corporations/business entities | 6 | $68.4M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD