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ONEDIGITAL INVESTMENT ADVISORS

11101 Switzer Road
Suite 200
Overland Park, Kansas 66210
Tel: 877-742-2021

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About ONEDIGITAL INVESTMENT ADVISORS

ONEDIGITAL INVESTMENT ADVISORS, formally registered with the SEC as ONEDIGITAL INVESTMENT ADVISORS. The firm was established in 01/22/1992. They have over 84 offices throughout the country.

ONEDIGITAL INVESTMENT ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $107,102,338,153 assets under management, offering retirement planning & investment advisory services to 57121 clients. The firm is staffed with 550 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106766
SEC#801-40622
Assets Managed by Firm$107,102,338,153
No. of Clients57121
No. of Advisors550

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total57121$107,102,338,153
Individuals (other than high net worth individuals)34343$3,534,000,720
High net worth individuals2307$6,812,008,685
Pension and profit sharing plans5647$89,122,020,476
Charitable organizations178$1,346,626,594
Corporations or other businesses87$269,567,247

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AE WEALTH MANAGEMENT, LLC
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PRIME CAPITAL FINANCIAL
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PALMER SQUARE CAPITAL MANAGEMENT LLC
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