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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#106766
SEC#801-40622
Assets Managed by Firm$89,148,595,824
No. of Clients25199
No. of Advisors550

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total25199$89,148,595,824
Individuals (other than high net worth individuals)17636$1,692,417,219
High net worth individuals1340$3,371,896,564
Pension and profit sharing plans4887$72,735,241,092
Charitable organizations97$539,223,527
Corporations or other businesses124$5,957,806,073

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MARINER WEALTH ADVISORS
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AE WEALTH MANAGEMENT, LLC
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PALMER SQUARE CAPITAL MANAGEMENT LLC
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PRIME CAPITAL INVESTMENT ADVISORS, LLC
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$16,687,174,48321894329

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