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O ASSET MANAGEMENT LLC
CRD 336682 · SEC 801-133704
25 PARCE AVENUE, FAIRPORT, NY, 14450, United States
Phone
585 313 5978
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$76.2M
Discretionary AUM
$76.2M
Team
11 total employees; 11 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $23.0M |
All web addresses on file
Official SEC filing: View on IAPD