OBS FINANCIAL SERVICES, INC.
Legal name: OBS FINANCIAL
CRD #138615 SEC #801-65110 PERRYSBURG, OH 419-482-4500
SEC Registered
Total AUM
$1.9B
Discretionary
$861M
Employees
29
Clients
--
Accounts
4,642
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $1.9B | $861M | $1.1B | 29 | 0 |
| Mar 2020 | $1.9B | $861M | $1.1B | 29 | 0 |
| Mar 2019 | $1.8B | $699.6M | $1.1B | 32 | 0 |
| Feb 2019 | $1.9B | $748.3M | $1.2B | 32 | 0 |
| Apr 2018 | $1.9B | $748.3M | $1.2B | 32 | 0 |
| Mar 2018 | $1.9B | $748.3M | $1.2B | 32 | 0 |
| Jul 2017 | $1.5B | $537M | $1B | 24 | 3,800 |
| Jun 2017 | $1.5B | $537M | $1B | 24 | 3,800 |
| Jun 2017 | $1.5B | $537M | $1B | 24 | 3,800 |
| Mar 2017 | $1.5B | $537M | $1B | 24 | 3,800 |
| Jul 2016 | $1.5B | $419.6M | $1.1B | 22 | 3,000 |
| Mar 2016 | $1.5B | $419.6M | $1.1B | 22 | 3,000 |
| Feb 2016 | $1.8B | $292M | $1.6B | 19 | 3,800 |
| Aug 2015 | $1.8B | $292M | $1.6B | 19 | 3,800 |
| Aug 2015 | $1.8B | $292M | $1.6B | 18 | 3,800 |
| Jun 2015 | $1.8B | $292M | $1.6B | 18 | 3,800 |
| Apr 2015 | $1.8B | $292M | $1.6B | 18 | 3,800 |
| Mar 2015 | $1.8B | $292M | $1.6B | 18 | 3,800 |
| Sep 2014 | $1.5B | $160.6M | $1.4B | 19 | 2,700 |
| Mar 2014 | $1.5B | $160.6M | $1.4B | 19 | 2,700 |
| Mar 2013 | $1.1B | $0 | $1.1B | 19 | 1,100 |
| Jan 2013 | $901M | $0 | $901M | 12 | 300 |
| Nov 2012 | $901M | $0 | $901M | 12 | 300 |
| Nov 2012 | $901M | $0 | $901M | 12 | 300 |
| Oct 2012 | $901M | $0 | $901M | 11 | 300 |
| Feb 2012 | $901M | $0 | $901M | 11 | 300 |
| May 2011 | $575M | $0 | $575M | -- | -- |
| Mar 2011 | $575M | $0 | $575M | -- | -- |
| Dec 2010 | $457.4M | $0 | $457.4M | -- | -- |
| Jul 2010 | $457.4M | $0 | $457.4M | -- | -- |
| Jul 2010 | $457.4M | $0 | $457.4M | -- | -- |
| Jun 2010 | $457.4M | $0 | $457.4M | -- | -- |
| Feb 2010 | $457.4M | $0 | $457.4M | -- | -- |
| Apr 2009 | $433.9M | $0 | $433.9M | -- | -- |
| Mar 2008 | $560.1M | $0 | $560.1M | -- | -- |
| Jan 2006 | $0 | $0 | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$1.9B
Discretionary$861M
Non-Disc.$1.1B
Employees29
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$861M
Non-Disc.$1.1B
Employees29
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$699.6M
Non-Disc.$1.1B
Employees32
Clients0
DateFeb 2019
Total AUM$1.9B
Discretionary$748.3M
Non-Disc.$1.2B
Employees32
Clients0
DateApr 2018
Total AUM$1.9B
Discretionary$748.3M
Non-Disc.$1.2B
Employees32
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$748.3M
Non-Disc.$1.2B
Employees32
Clients0
DateJul 2017
Total AUM$1.5B
Discretionary$537M
Non-Disc.$1B
Employees24
Clients3,800
DateJun 2017
Total AUM$1.5B
Discretionary$537M
Non-Disc.$1B
Employees24
Clients3,800
DateJun 2017
Total AUM$1.5B
Discretionary$537M
Non-Disc.$1B
Employees24
Clients3,800
DateMar 2017
Total AUM$1.5B
Discretionary$537M
Non-Disc.$1B
Employees24
Clients3,800
DateJul 2016
Total AUM$1.5B
Discretionary$419.6M
Non-Disc.$1.1B
Employees22
Clients3,000
DateMar 2016
Total AUM$1.5B
Discretionary$419.6M
Non-Disc.$1.1B
Employees22
Clients3,000
DateFeb 2016
Total AUM$1.8B
Discretionary$292M
Non-Disc.$1.6B
Employees19
Clients3,800
DateAug 2015
Total AUM$1.8B
Discretionary$292M
Non-Disc.$1.6B
Employees19
Clients3,800
DateAug 2015
Total AUM$1.8B
Discretionary$292M
Non-Disc.$1.6B
Employees18
Clients3,800
DateJun 2015
Total AUM$1.8B
Discretionary$292M
Non-Disc.$1.6B
Employees18
Clients3,800
DateApr 2015
Total AUM$1.8B
Discretionary$292M
Non-Disc.$1.6B
Employees18
Clients3,800
DateMar 2015
Total AUM$1.8B
Discretionary$292M
Non-Disc.$1.6B
Employees18
Clients3,800
DateSep 2014
Total AUM$1.5B
Discretionary$160.6M
Non-Disc.$1.4B
Employees19
Clients2,700
DateMar 2014
Total AUM$1.5B
Discretionary$160.6M
Non-Disc.$1.4B
Employees19
Clients2,700
DateMar 2013
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees19
Clients1,100
DateJan 2013
Total AUM$901M
Discretionary$0
Non-Disc.$901M
Employees12
Clients300
DateNov 2012
Total AUM$901M
Discretionary$0
Non-Disc.$901M
Employees12
Clients300
DateNov 2012
Total AUM$901M
Discretionary$0
Non-Disc.$901M
Employees12
Clients300
DateOct 2012
Total AUM$901M
Discretionary$0
Non-Disc.$901M
Employees11
Clients300
DateFeb 2012
Total AUM$901M
Discretionary$0
Non-Disc.$901M
Employees11
Clients300
DateMay 2011
Total AUM$575M
Discretionary$0
Non-Disc.$575M
Employees--
Clients--
DateMar 2011
Total AUM$575M
Discretionary$0
Non-Disc.$575M
Employees--
Clients--
DateDec 2010
Total AUM$457.4M
Discretionary$0
Non-Disc.$457.4M
Employees--
Clients--
DateJul 2010
Total AUM$457.4M
Discretionary$0
Non-Disc.$457.4M
Employees--
Clients--
DateJul 2010
Total AUM$457.4M
Discretionary$0
Non-Disc.$457.4M
Employees--
Clients--
DateJun 2010
Total AUM$457.4M
Discretionary$0
Non-Disc.$457.4M
Employees--
Clients--
DateFeb 2010
Total AUM$457.4M
Discretionary$0
Non-Disc.$457.4M
Employees--
Clients--
DateApr 2009
Total AUM$433.9M
Discretionary$0
Non-Disc.$433.9M
Employees--
Clients--
DateMar 2008
Total AUM$560.1M
Discretionary$0
Non-Disc.$560.1M
Employees--
Clients--
DateJan 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--