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Oswego Private Wealth Management
OSWEGO PRIVATE WEALTH MANAGEMENT is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages approximately $61 million in regulatory assets.
Overview
OSWEGO PRIVATE WEALTH MANAGEMENT is a state-registered investment adviser in LAKE OSWEGO, OR. The firm manages approximately $61 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
What investment stages and asset classes does Oswego typically use?
Oswego's asset allocation covers public equities, fixed income, alternatives, and cash. Its process is client-driven, so stage and vehicle mix vary by mandate.
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