Ostroski Patricia Marie (Philadelphia)

Ostroski Patricia Marie is an internet adviser based in Philadelphia. It manages $11.73 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2001.

Ostroski Patricia Marie provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ostroski Patricia Marie: assets under management

The assets under management (AUM) of Ostroski Patricia Marie is $11.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ostroski Patricia Marie for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ostroski Patricia Marie

Ostroski Patricia Marie is owned by Patricia Marie Ostroski. Allan Katz joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patricia Marie Ostroski	Owner	1 Mar 1988	75% - 100%	1923373
Allan Katz	Manager	1 Jan 1996	Other	4337534

Based in Philadelphia

The principal office where Ostroski Patricia Marie performs its advisory services is located at 2 Penn Center, Suite 400, Philadelphia, PA 19102 The mailing address of the firm is 3 N Columbus Blvd #432, Philadelphia, PA 19106. It doesn’t run an office outside of the United States.