Latitude Wealth Advisors Selects Osaic for Growth Platform and Client Services
PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York. Latitude serves hundreds of families and businesses, representing $210 million in total client assets. The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.
- Former Ameriprise Firm with $210 million in Client Assets Joins Affiliated Advisors, One of Osaic's Largest Enterprise OSJs
PHOENIX, March 11, 2024 /PRNewswire/ -- Osaic, one of the nation's largest providers of wealth management services, announced the addition of Latitude Wealth Advisors ("Latitude"), a wealth management firm located in Hauppauge, New York. - The firm was formerly affiliated with Ameriprise Financial and joins Osaic through Affiliated Advisors, one of Osaic's largest enterprise OSJs.
- With the addition of Latitude Wealth Advisors, Affiliated Advisors now serves over 100 advisors and 60 staff, representing more than $4 billion in client assets.
- We welcome Latitude to the family and congratulate Rita and her team at Affiliated Advisors for their ongoing success in attracting top-tier advisors and practices to the Osaic platform."