Oscan Associates, Inc. is a large advisory firm based in Goshen. It manages $437.76 million of regulatory assets for 2,303 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, Georgia, and 8 other states.
Oscan Associates provides 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.
The assets under management (AUM) of Oscan Associates, Inc. is $437.76 million. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oscan Associates, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Anthony Dematteo has been acting as President since 1 Jan 1997. Deborah Lynn Dematteo joined the executive team most recently as the Chief Compliance Officer.
The principal office where Oscan Associates, Inc. performs its advisory services is located at 168 Main Street, Goshen, NY 10924, which is also the mailing address of the firm. An additional office of the firm is in Tarrytown, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-294-2080 or by fax 845-294-3072. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.1015associates.com.