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Geoffry H. Oshman, CFP
Geoffry H. Oshman, CFP is a registered investment advisor with a small personal wealth management practice.
Geoffry H. Oshman, CFP
Geoffry H. Oshman, CFP is a registered investment advisor holding the Certified Financial Planner designation. The firm’s founding year, office location, and team size are not publicly available from the sources consulted. The practice appears to serve individual clients with financial planning, portfolio management, and retirement strategies. No public sources describe an institutional investment strategy, asset-class mix, named portfolio companies, or co-investment relationships. The lack of a disclosed AUM or deployment figure suggests a practice focused on personal wealth advisory rather than alternative asset management or direct investing. No team size, additional offices, or adjacent vehicles (e.g., philanthropic foundations, operating companies) are documented. No dated operational events from the last 24 months are verifiable in public records. Without public filings, press coverage, or a firm website, no structural differentiator can be identified beyond the individual practitioner model. The practice operates as a sole advisor or small RIA with limited public footprint.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Geoffry H. Oshman
CFP
Sector focus
Frequently asked questions
Who runs investment decisions at Geoffry H. Oshman, CFP?
Geoffry H. Oshman, who holds the Certified Financial Planner designation, is the named principal. Investment decisions are likely made by him as a sole practitioner, though no public sources confirm his specific process.
How does Geoffry H. Oshman, CFP source proprietary deal flow?
No public information describes deal sourcing capabilities. The practice likely relies on conventional investment products and direct client planning rather than proprietary institutional deal flow.
Is Geoffry H. Oshman, CFP structured as a family office or a traditional RIA?
Based on available public records, the practice appears to be a traditional RIA serving individual clients. There is no evidence of an institutional family office structure, multi-family office operations, or alternative investment activity.
Does Geoffry H. Oshman, CFP participate in fund commitments or direct deals?
No public filings or press coverage indicate fund commitments or direct investments. The firm’s profile is consistent with a personal wealth advisory practice, not an institutional investment vehicle.
What investment stages or sectors does Geoffry H. Oshman, CFP typically target?
No sector or stage preferences are disclosed. The practice likely focuses on traditional asset allocation (stocks, bonds, cash) for individual planning rather than specific alternative asset classes or venture stages.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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