Robert Osher Investment Management is a large advisory firm based in Pasadena. It manages $104.59 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.
Robert Osher Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robert Osher Investment Management is $104.59 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Robert Osher Investment Management for their services and products based on a percentage of assets under management and fixed fees. 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.
Robert Osher has been acting as President since 1 Aug 1992. Kerrie Ann Riker joined the executive team most recently as the Vice President.
The principal office where Robert Osher Investment Management performs its advisory services is located at 125 North Raymond Avenue, Pasadena, CA 91103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 626-844-7184 or by fax 626-844-7185. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.osherco.com.