OSullivan SIMS & Hogan Inc Investment Advisors

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
OSullivan SIMS & Hogan Inc Investment Advisors
CRD #109068
SEC #801-48783
CIK #
AUM
Employees
Phone513-421-3100
Address250 West Court St
Cincinnati, OH 45202
Source [IAPD] [Website]
Total AUM ($MM)
120096072048024001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 259 220.2
By Discretionary
Discretionary 255 128.8
Non-Discretionary 4 91.5
Total 259 220.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 220.2
Total 259 220.2
Terms | Privacy | Guide
tony@aum13f.com