Ehren
Stanhope
O'Shaughnessy Asset Management, LLC
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About this Advisor
Ehren Stanhope is a chartered financial analyst who works in Stamford, Connecticut with 13 years of relevant experience. Stanhope is currently employed by O'Shaughnessy Asset Management, LLC. Over the course of their career, they have held roles at O'Shaughnessy Asset Management, LLC and Quasar Distributors, LLC. Stanhope maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut. O'Shaughnessy Asset Management, LLC is an advisory business that has its headquarters in Stamford, CT. It manages $6 billion in assets across its 3,430 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 49 charitable organizations. Of its 3,430 customer accounts, 86% are associated with high-net-worth investors who have at least $1 million in assets available to invest. O'Shaughnessy Asset Management, LLC has a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by O'Shaughnessy Asset Management, LLC may include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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O'Shaughnessy Asset Management, LLC Brokerage Details
$6,304,455,763
60
3,430
$1,838,034
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Ehren Stanhope Work History
Ehren has been registered as a financial advisor for 13 years.*
O'Shaughnessy Asset Management, LLC
Quasar Distributors, LLC
*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 Ehren Stanhope 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 O'Shaughnessy Asset Management, LLC
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
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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