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ONEAMERICA ASSET MANAGEMENT, LLC

One American Square
Indianapolis, Indiana 46206
Tel: 317-285-1877

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About ONEAMERICA ASSET MANAGEMENT, LLC

ONEAMERICA ASSET MANAGEMENT, LLC, formally registered with the SEC as ONEAMERICA ASSET MANAGEMENT, LLC. The firm was established in 01/01/2013. They have over 1 offices throughout the country.

ONEAMERICA ASSET MANAGEMENT, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $25,872,395,406 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165929
SEC#801-77572
Assets Managed by Firm$25,872,395,406
No. of Clients10
No. of Advisors37

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Security ratings or pricing services
  • Education seminars/workshops
  • Other (THIRD PARTY INVESTMENT ADVISER SERVICES AND PRIVATE PLACEMENT CO-PARTICIPATION)

Firm Client Information

No. of ClientsAUM
Firm Total10$25,872,395,406
Charitable organizationsFewer than 5 clients$13,539,022
Corporations or other businessesFewer than 5 clients$143,487,727

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