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 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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106766 |
SEC# | 801-40622 |
Assets Managed by Firm | $107,102,338,153 |
No. of Clients | 57121 |
No. of Advisors | 550 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 57121 | $107,102,338,153 |
Individuals (other than high net worth individuals) | 34343 | $3,534,000,720 |
High net worth individuals | 2307 | $6,812,008,685 |
Pension and profit sharing plans | 5647 | $89,122,020,476 |
Charitable organizations | 178 | $1,346,626,594 |
Corporations or other businesses | 87 | $269,567,247 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $22,544,205,893 | 149 | 56 |
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