Obs Financial Services, Inc. is a large advisory firm based in Perrysburg. It manages $1.79 billion of regulatory assets for 9,371 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Obs Financial Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. 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 Obs Financial Services, Inc. is $1.79 billion. The firm's AUM has grown by 18% since the beginning of its operation, and $39.37 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Obs Financial Services, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, banking or thrift institutions, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Christopher Scott Campbell is banking or thrift institutions with 22 clients and $737.47 million of assets under management. Among the 13 most similar advisory firms, Obs Financial Services has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $1.79 billion for 4,507 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Obs Financial Services doesn't advise any private funds.
The company employs 32 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Scott Campbell has been acting as President since 1 Nov 2005. Catherine Elizabeth Farley joined the executive team most recently as the Chief Operating Officer/Chief Compliance Officer.
The principal office where Obs Financial Services, Inc. performs its advisory services is located at 6330 Levis Common Blvd, Perrysburg, OH 43551, which is also the mailing address of the firm. An additional office of the firm is in Tallahassee, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 419-482-4500 or by fax 419-458-2874. The normal business hours are 8:00 am - 5:00 pm (et) on Monday - Friday. You can find more information about the New York firm at obsfinancialservices.com.