OAM Avatar, LLC · New York, NY United States
Company Description
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This link will open in a new window 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. To read the full description, subscribe now.
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Key OAM Avatar, LLC Financials
| Company Type |
OAM Avatar, LLC Executives
5 executives listed for OAM Avatar, LLC's New York, NY location.
| Title | Name & Bio | Contact |
| Vice Chairman and Portfolio Manager | Larry Seibert | Network |
| President and Chief Investment Officer | Ted Theodore | Network |
| VP and Portfolio Manager | Kenan Kashlan | Network |
Competition
Competitive Landscape for OAM Avatar, LLC
Demand is driven by consumer income and wealth and demographics. The profitability of individual firms depends largely on effective marketing. Large companies have some advantages in providing expertise in a wider range of investment options, and they may be able to charge lower fees. Small companies can compete successfully by providing better service and advice. To read the full description, subscribe now.Top OAM Avatar, LLC Competitors
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