Overview
Assets Under Management: $93 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 20
Average Client Assets: $2.7 million
Frequently Asked Questions
ONEGROUP WEALTH PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306971), ONEGROUP WEALTH PARTNERS, INC. is subject to fiduciary duty under federal law.
ONEGROUP WEALTH PARTNERS, INC. is headquartered in SYRACUSE, NY.
ONEGROUP WEALTH PARTNERS, INC. serves 20 high-net-worth clients according to their SEC filing dated May 07, 2024. View client details ↓
According to their SEC Form ADV, ONEGROUP WEALTH PARTNERS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ONEGROUP WEALTH PARTNERS, INC. manages $93 million in client assets according to their SEC filing dated May 07, 2024.
According to their SEC Form ADV, ONEGROUP WEALTH PARTNERS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.29%
Average Client Assets: $2.7 million
Total Client Accounts: 287
Discretionary Accounts: 279
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 306971
Filing ID: 1874117
Last Filing Date: 2024-05-07 13:11:00