|
⚲
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| Octagon Financial Services Inc
✚
| |
|---|---|
| CRD # | 107335 |
| SEC # | 801-20076 |
| CIK # | 0000729665 |
| AUM | $1.2 BB (2024-05-16) |
| Employees | 23 (30% Investors, 9% Brokers) |
| Phone | 703-905-3300 |
| Address | 7950 Jones Branch Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 49.3 |
| (b) Individuals (high net worth individuals) | 141 | 1,138.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 63 | 8.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,279 | 1,196.5 |
| By Discretionary | ||
| Discretionary | 1,728 | 1,080.3 |
| Non-Discretionary | 551 | 116.2 |
| Total | 2,279 | 1,196.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 117.5 | |
| United States Persons | 1,079.0 | |
| Total | 2,279 | 1,196.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Creek Partners LLC
✚
|
TX | 1.2 |
|
The Pinnacle Financial Group
✚
|
NY | 1.2 |
|
Murray Financial Group LLC
✚
|
MN | 1.2 |
|
CRA Financial Services LLC
✚
|
NJ | 1.2 |
|
Gilbert & Cook Inc
✚
|
IA | 1.2 |
|
Delta Financial Group Inc
✚
|
NJ | 1.2 |
|
TRB Wealth Management LLC
✚
|
TX | 1.2 |
|
JM Forbes & Co LLP
✚
|
MA | 1.2 |
|
Galvin Gaustad & Stein LLC
✚
|
AZ | 1.2 |
|
Focused Wealth Management Inc
✚
|
NY | 1.2 |