RIA Intel›Advisers›Massachusetts›OSHIMA & ASSOCIATES

OSHIMA & ASSOCIATES

Advisory

BOSTON, MA

Data as of Jan 23, 2025 · Source: SEC Form ADV

Rank in MA

#1,486

of 1,590 advisers by AUM

Average account

$367K

across 15 accounts

AUM per adviser

$6M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 23, 2025.

Total AUM

$6M

Discretionary %

72.7%

Clients

12

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$6M

Discretionary AUM$4M

Non-Discretionary AUM$2M

Discretionary %72.7%

Total Clients12

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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$6M

0.0% 1Y

C. SILK & SONS, INC.

$5M

SHANZER, HERBERT MARTIN

$5M

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