Oscan Associates, Inc. (Goshen)

Name: Oscan Associates, Inc.
Address: 168 Main Street, Goshen, NY, 10924
Telephone: 845-294-2080

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.

Oscan Associates: assets under management

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 firm manages $402.42 million in discretionary accounts and $35.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $309.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35.3 thousand.

Fees & Commissions

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.

Careers at Oscan Associates, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Anthony Dematteo	President	1 Jan 1997	50% - 75%	731480
Deborah Lynn Dematteo	Vice president	1 Jan 1997	50% - 75%	1376406
Deborah Lynn Dematteo	Chief compliance officer	1 Jul 2004	50% - 75%	1376406

Based in Goshen

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.