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OVERSON ADVISORY GROUP
OVERSON ADVISORY GROUP LLC
CRD 165648
2500 SOUTH POWER ROAD, SUITE 111, MESA, AZ, 85209, United States
Phone
480-776-3550
Fax
480-776-3560
Registration
— (—)
Source
State registered
Total AUM
$21.7M
Discretionary AUM
$21.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $19.3M |
| High net worth individuals | 3 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD