Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > windsor > ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
One Orange Way
Windsor, Connecticut 06095
Tel: 860-580-4414
About ONEAMERICA INVESTMENT ADVISORY SERVICES LLC
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC, formally registered with the SEC as ONEAMERICA INVESTMENT ADVISORY SERVICES LLC. The firm was established in 10/17/2016. They have over 1 offices throughout the country.
ONEAMERICA INVESTMENT ADVISORY SERVICES LLC is a Windsor, Connecticut based Financial Planning firm with nearly $5,088,278,173 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285390 |
| SEC# | 801-108528 |
| Assets Managed by Firm | $5,088,278,173 |
| No. of Clients | 166 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 166 | $5,088,278,173 |
| Pension and profit sharing plans | 166 | $5,088,278,173 |
More Retirement Planning firms in Windsor, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Windsor, Connecticut