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OAM Avatar, LLC · New York, NY United States

575 Lexington Ave.,
8th Fl.
Phone: 212-624-1900
New YorkNYFax: 212-624-1936
10022
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OAM Avatar, LLC Rankings

Company Description

Who helps financial planners plan? That would be OAM Avatar. The company offers investments, analysis, and brokerage services for financial planners, institutions, wrap brokerage sponsors, and private clients. It manages more than $1 billion in assets from a portfolio that includes Microsoft, Bank of America, United Technologies, Target, and Johnson & Johnson. Products include equity and balanced brokerage programs, defensive and core equity, mutual funds, and customized services for private clients. OAM Avatar is owned by Overture Asset Managers.

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Financials

Company TypePrivateSingle Location
Employees4

Executives

6 executives listed for OAM Avatar, LLC's New York, NY location.

Vice Chairman and Portfolio Manager Larry SeibertE-mail
President and Chief Investment OfficerTed TheodoreE-mail
Vice PresidentLoretta HargroveE-mail

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