Overview
Assets Under Management: $432 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 118
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,138
Discretionary Accounts: 2,073
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 308057
Filing ID: 1988986
Last Filing Date: 2025-05-12 14:02:00
Website: https://oneascent.com