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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