ONESEVEN

24400 Chagrin Blvd.
Suite 310
Beachwood, Ohio 44122
Tel: 216-865-1700

About ONESEVEN

ONESEVEN, formally registered with the SEC as ONESEVEN. The firm was established in 05/16/2016. They have over 38 offices throughout the country.

ONESEVEN is a Beachwood, Ohio based Financial Planning firm with nearly $3,680,333,148 assets under management, offering retirement planning & investment advisory services to 29667 clients. The firm is staffed with 100 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283087
SEC#	801-107829
Assets Managed by Firm	$3,680,333,148
No. of Clients	29667
No. of Advisors	100

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	29667	$3,680,333,148
Individuals (other than high net worth individuals)	4639	$1,475,854,888
High net worth individuals	1548	$1,571,431,415
Charitable organizations	5	$843,338
Corporations or other businesses	78	$622,144,055

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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