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ONEGROUP WEALTH PARTNERS, INC.

5790 Widewaters Parkway
Syracuse, New York 13214
Tel: 561-472-2312

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About ONEGROUP WEALTH PARTNERS, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#306971
SEC# 801-120561
Assets Managed by Firm $37,204,573
No. of Clients 78
No. of Advisors 8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total78$37,204,573
Individuals (other than high net worth individuals)72$5,326,453
High net worth individuals34$26,394,696
Corporations or other businessesFewer than 5 clients$5,483,424
Inquire with ONEGROUP WEALTH PARTNERS, INC.

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