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

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