Overview
Assets Under Management: $300 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 50
Average Client Assets: $420,703
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.01
Average High-Net-Worth Client Assets: $420,703
Total Client Accounts: 2,118
Discretionary Accounts: 290
Non-Discretionary Accounts: 1,828
Regulatory Filings
CRD Number: 4173
Filing ID: 1955026
Last Filing Date: 2025-03-31 18:12:00
Website: https://oneamerica.com