Osullivan Sims & Hogan Inc Investment Advisors (Cincinnati)

Name: Osullivan Sims & Hogan Inc Investment Advisors
Address: 250 West Court St, Cincinnati, OH, 45202
Telephone: 513-421-3100

Osullivan Sims & Hogan Inc Investment Advisors is a large advisory firm based in Cincinnati. It manages $220.21 million of regulatory assets for 259 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Osullivan Sims & Hogan Inc Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Osullivan Sims & Hogan Inc Investment Advisors: assets under management

The assets under management (AUM) of Osullivan Sims & Hogan Inc Investment Advisors is $220.21 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $128.76 million in discretionary accounts and $91.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $504.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Osullivan Sims & Hogan Inc Investment Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Osullivan Sims & Hogan Inc Investment Advisors

Patrick Declan Osullivan has been acting as President since 1 Mar 1995. Valerie Lucille Newell joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Declan Osullivan	President	1 Mar 1995	25% - 50%	1243060
Russell Swift Sims	Exec. vice president	1 Apr 1995	25% - 50%	4361478
James Edward Schwab	Director	1 Jan 1998	Other	4365617
Mark Chandler Hogan	Exec. vice president	1 Mar 2000	Other	1751132
Valerie Lucille Newell	Managing director	1 Jul 2002	Other	2229453
Leon Henry Loewenstine	Managing director	1 Jul 2002	Other	1839960
Victor Richard Lassandro	Portfolio manager	1 Jul 2002	Other	4571556

Based in Cincinnati

The principal office where Osullivan Sims & Hogan Inc Investment Advisors performs its advisory services is located at 250 West Court St, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-421-3100 or by fax 513-421-5948. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at osands.com.