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ONEDIGITAL ASSET MANAGEMENT
11101 Switzer Road, Suite 200
Overland Park, Kansas 66210
Tel: 877-742-2021
About ONEDIGITAL ASSET MANAGEMENT
ONEDIGITAL ASSET MANAGEMENT, formally registered with the SEC as ONEDIGITAL ASSET MANAGEMENT. The firm was established in 03/03/2023. They have over 1 offices throughout the country.
ONEDIGITAL ASSET MANAGEMENT is a Overland Park, Kansas based Financial Planning firm with nearly $588,446 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 320608 |
| SEC# | 801-127414 |
| Assets Managed by Firm | $588,446 |
| No. of Clients | 47 |
| No. of Advisors | 3 |
Fee Structure
- Other (NO COMPENSATION)
Advisory Services Provided
- Selection for other advisors
- Other (MANAGEMENT OF MODEL PORTFOLIOS FOR RIA)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $588,446 |
| Other investment advisers | Fewer than 5 clients | $588,446 |
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