INVESTMENT CENTER, INC.
Legal name: OFM WEALTH
CRD #123091 SEC #801-78123 ORLAND PARK, IL (708) 403-2800
SEC Registered
Total AUM
$310.5M
Discretionary
$297.7M
Employees
6
Clients
101
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $310.5M | $297.7M | $12.8M | 6 | 0 |
| Mar 2024 | $291.2M | $279.8M | $11.5M | 6 | 0 |
| Mar 2023 | $260.5M | $249.2M | $11.3M | 6 | 0 |
| Nov 2022 | $313.9M | $299.7M | $14.2M | 6 | 0 |
| Apr 2022 | $313.9M | $299.7M | $14.2M | 6 | 0 |
| Mar 2022 | $313.9M | $299.7M | $14.2M | 6 | 0 |
| Mar 2021 | $256.2M | $248.3M | $7.9M | 9 | 0 |
| Jun 2020 | $246.3M | $237.1M | $9.2M | 8 | 0 |
| Mar 2020 | $246.3M | $237.1M | $9.2M | 8 | 0 |
| Mar 2019 | $218.3M | $204M | $14.3M | 9 | 0 |
| Sep 2018 | $204.4M | $190.5M | $13.8M | 9 | 0 |
| Mar 2018 | $204.4M | $190.5M | $13.8M | 9 | 0 |
| Sep 2017 | $182.1M | $169.1M | $13M | 8 | 211 |
| Mar 2017 | $182.1M | $169.1M | $13M | 8 | 211 |
| Aug 2016 | $187.1M | $169.2M | $17.9M | 6 | 250 |
| Jul 2016 | $187.1M | $169.2M | $17.9M | 6 | 250 |
| Jun 2016 | $187.1M | $169.2M | $17.9M | 6 | 250 |
| Mar 2016 | $187.1M | $169.2M | $17.9M | 6 | 250 |
| Oct 2015 | $195.7M | $177.1M | $18.6M | 9 | 254 |
| Aug 2015 | $195.7M | $177.1M | $18.6M | 9 | 254 |
| May 2015 | $195.7M | $177.1M | $18.6M | 9 | 254 |
| Mar 2015 | $195.7M | $177.1M | $18.6M | 9 | 254 |
| Mar 2014 | $188.5M | $168.3M | $20.2M | 5 | 250 |
| Jul 2013 | $172.1M | $150.6M | $21.5M | 5 | 200 |
| May 2013 | $172.1M | $150.6M | $21.5M | 5 | 200 |
DateMar 2025
Total AUM$310.5M
Discretionary$297.7M
Non-Disc.$12.8M
Employees6
Clients0
DateMar 2024
Total AUM$291.2M
Discretionary$279.8M
Non-Disc.$11.5M
Employees6
Clients0
DateMar 2023
Total AUM$260.5M
Discretionary$249.2M
Non-Disc.$11.3M
Employees6
Clients0
DateNov 2022
Total AUM$313.9M
Discretionary$299.7M
Non-Disc.$14.2M
Employees6
Clients0
DateApr 2022
Total AUM$313.9M
Discretionary$299.7M
Non-Disc.$14.2M
Employees6
Clients0
DateMar 2022
Total AUM$313.9M
Discretionary$299.7M
Non-Disc.$14.2M
Employees6
Clients0
DateMar 2021
Total AUM$256.2M
Discretionary$248.3M
Non-Disc.$7.9M
Employees9
Clients0
DateJun 2020
Total AUM$246.3M
Discretionary$237.1M
Non-Disc.$9.2M
Employees8
Clients0
DateMar 2020
Total AUM$246.3M
Discretionary$237.1M
Non-Disc.$9.2M
Employees8
Clients0
DateMar 2019
Total AUM$218.3M
Discretionary$204M
Non-Disc.$14.3M
Employees9
Clients0
DateSep 2018
Total AUM$204.4M
Discretionary$190.5M
Non-Disc.$13.8M
Employees9
Clients0
DateMar 2018
Total AUM$204.4M
Discretionary$190.5M
Non-Disc.$13.8M
Employees9
Clients0
DateSep 2017
Total AUM$182.1M
Discretionary$169.1M
Non-Disc.$13M
Employees8
Clients211
DateMar 2017
Total AUM$182.1M
Discretionary$169.1M
Non-Disc.$13M
Employees8
Clients211
DateAug 2016
Total AUM$187.1M
Discretionary$169.2M
Non-Disc.$17.9M
Employees6
Clients250
DateJul 2016
Total AUM$187.1M
Discretionary$169.2M
Non-Disc.$17.9M
Employees6
Clients250
DateJun 2016
Total AUM$187.1M
Discretionary$169.2M
Non-Disc.$17.9M
Employees6
Clients250
DateMar 2016
Total AUM$187.1M
Discretionary$169.2M
Non-Disc.$17.9M
Employees6
Clients250
DateOct 2015
Total AUM$195.7M
Discretionary$177.1M
Non-Disc.$18.6M
Employees9
Clients254
DateAug 2015
Total AUM$195.7M
Discretionary$177.1M
Non-Disc.$18.6M
Employees9
Clients254
DateMay 2015
Total AUM$195.7M
Discretionary$177.1M
Non-Disc.$18.6M
Employees9
Clients254
DateMar 2015
Total AUM$195.7M
Discretionary$177.1M
Non-Disc.$18.6M
Employees9
Clients254
DateMar 2014
Total AUM$188.5M
Discretionary$168.3M
Non-Disc.$20.2M
Employees5
Clients250
DateJul 2013
Total AUM$172.1M
Discretionary$150.6M
Non-Disc.$21.5M
Employees5
Clients200
DateMay 2013
Total AUM$172.1M
Discretionary$150.6M
Non-Disc.$21.5M
Employees5
Clients200