11101 Switzer Road
Suite 200
Overland Park, Kansas 66210
Tel: 877-742-2021
ONEDIGITAL INVESTMENT ADVISORS, formally registered with the SEC as ONEDIGITAL INVESTMENT ADVISORS. The firm was established in 01/22/1992. They have over 74 offices throughout the country.
ONEDIGITAL INVESTMENT ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $89,148,595,824 assets under management, offering retirement planning & investment advisory services to 25199 clients. The firm is staffed with 550 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106766 |
SEC# | 801-40622 |
Assets Managed by Firm | $89,148,595,824 |
No. of Clients | 25199 |
No. of Advisors | 550 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 25199 | $89,148,595,824 |
Individuals (other than high net worth individuals) | 17636 | $1,692,417,219 |
High net worth individuals | 1340 | $3,371,896,564 |
Pension and profit sharing plans | 4887 | $72,735,241,092 |
Charitable organizations | 97 | $539,223,527 |
Corporations or other businesses | 124 | $5,957,806,073 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
$16,687,174,483 | 21894 | 329 |
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