ONEASCENT INVESTMENT SOLUTIONS, LLC

23 Iverness Parkway
Suite 100
Birmingham, Alabama 35242
Tel: 2053139142

About ONEASCENT INVESTMENT SOLUTIONS, LLC

ONEASCENT INVESTMENT SOLUTIONS, LLC, formally registered with the SEC as ONEASCENT INVESTMENT SOLUTIONS, LLC. The firm was established in 03/02/2017. They have over 2 offices throughout the country.

ONEASCENT INVESTMENT SOLUTIONS, LLC is a Birmingham, Alabama based Financial Planning firm with nearly $457,187,940 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285512
SEC#	801-110054
Assets Managed by Firm	$457,187,940
No. of Clients	11
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$457,187,940
High net worth individuals	2	$1,650,757
Pension and profit sharing plans	5	$101,847,318

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