Oam Institutional, Inc. is a large advisory firm based in New York. It manages $2.65 billion of regulatory assets for 7,330 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Oam Institutional provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oam Institutional, Inc. is $2.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2580% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Oam Institutional, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
O Leonard Darling has been acting as President since 1 Feb 2001. Inc. Oppenheimerfunds joined the executive team most recently as the Shareholder.
The principal office where Oam Institutional, Inc. performs its advisory services is located at 498 Seventh Avenue, New York, NY 10018, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-323-0200 or by fax 212-323-4071. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.