5790 Widewaters Parkway
Syracuse, New York 13214
Tel: 561-472-2312
ONEGROUP WEALTH PARTNERS, INC, formally registered with the SEC as ONEGROUP WEALTH PARTNERS, INC. The firm was established in 03/22/2021. They have over 6 offices throughout the country.
ONEGROUP WEALTH PARTNERS, INC. is a Syracuse, New York based Financial Planning firm with nearly $37,204,573 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 306971 |
SEC# | 801-120561 |
Assets Managed by Firm | $37,204,573 |
No. of Clients | 78 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 78 | $37,204,573 |
Individuals (other than high net worth individuals) | 72 | $5,326,453 |
High net worth individuals | 34 | $26,394,696 |
Corporations or other businesses | Fewer than 5 clients | $5,483,424 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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