Osaic Financial Services, Inc.
LTSAP
Other OTC19.92
USD
+0.02
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Osaic Financial Services, Inc.
LTSAP
(Other OTC)
Recent
price
19.92
P/E
ratio
- -
div
yld
- -
ROIC.AI
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in mil. unless spec.- Similar Companies
- Business
- Osaic Financial Services, Inc. (ticker: LTSAP) operates as a diversified financial services holding company and subsidiary of Osaic, Inc., providing wealth management platforms, brokerage, advisory, and investment banking services to independent financial professionals, institutions, and high-net-worth clients across the United States. Founded in 1876 and headquartered in Miami, Florida, with additional offices in Boca Raton, Florida; Princeton, New Jersey; Melville, New York; and New York, New York, the company supports over 11,000 affiliated financial professionals managing more than $700 billion in assets under administration through its nationwide network spanning all 50 states. Its core offerings encompass independent advisory and brokerage services including advisor-managed accounts, mutual funds, variable and fixed annuities, stocks, bonds, exchange-traded funds, options, insurance products, non-traded real estate investment trusts, and unit investment trusts; asset management, trust administration for personal and retirement accounts, estate and financial planning, wealth management, and custody services; investment banking via corporate finance such as underwritten public offerings, registered direct offerings, at-the-market offerings, private investments in public equity, private placements, and strategic advisory; institutional sales, trading, research, and operations; as well as insurance brokerage delivering life insurance, fixed and equity-indexed annuities, long-term care solutions, marketing strategies, and back-office processing. Osaic Financial Services, Inc. delivers these solutions through subsidiaries and advantage companies of Osaic, Inc. such as Ladenburg Thalmann & Co., Inc., Ladenburg Thalmann Asset Management, Highland Capital Brokerage, and Premier Trust, targeting retail investors, banks, credit unions, and middle-market firms with technology platforms like Vision2020 Wealth Management, unified managed accounts, and third-party advisory programs. Recent developments include the completion of Osaic's brand integration of all broker-dealer firms in early 2025; acquisition of CW Advisors managing $13.5 billion in assets from Audax Private Equity in June 2025 to expand high-net-worth capabilities while retaining its independent RIA status; addition of five former Atria-affiliated credit unions bringing nearly $500 million in assets to Osaic Institutions in May 2025; expansion of institutional partnerships such as with HarborOne Bank adding $114 million in assets in December 2024; and prior integration of Lincoln Wealth from Lincoln National Corporation closed in May 2024, alongside ongoing support from private equity ownership by Reverence Capital Partners.