Aaron
Szager
Osborne Partners
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About this Advisor
Aaron Szager is a certified financial planner operating out of Menlo Park, California with a total of 1 year of industry experience. Szager is an advisor for Osborne Partners. Over the course of their career, Szager has held roles at American Portfolios Finanical Services, Delta Financial Advisors, Inc, Regulus Advisors, LLC, Bluesky Wealth Advisors, LLC(, Golub Group, LLC and Osborne Partners Capital Management, LLC. Szager has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California, Pennsylvania and Texas. Osborne Partners is a financial advisory firm operating out of San Francisco, CA. The investment advisory business has offices in two locations and a total of 21 people on staff. It handles $2 billion in total assets across its 1,749 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 13 charitable organizations. Of its 1,749 customer accounts, 54% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. Fee types billed by Osborne Partners most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Osborne Partners Brokerage Details
$1,998,288,296
21
1,749
$1,142,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Aaron Szager Work History
Aaron has been registered as a financial advisor for 1 years.*
Osborne Partners Capital Management, LLC
Golub Group, LLC
Bluesky Wealth Advisors, LLC(
Regulus Advisors, LLC
Delta Financial Advisors, Inc
American Portfolios Finanical Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Szager to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osborne Partners
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Menlo Park, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
