One Financial Way
Cincinnati, Ohio 45242
Tel: 855-262-0913
ON INVESTMENT MANAGEMENT CO, formally registered with the SEC as ON INVESTMENT MANAGEMENT CO. The firm was established in 11/14/1971. They have over 203 offices throughout the country.
ON INVESTMENT MANAGEMENT CO is a Cincinnati, Ohio based Financial Planning firm with nearly $2,078,480,898 assets under management, offering retirement planning & investment advisory services to 12239 clients. The firm is staffed with 256 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 105662 |
SEC# | 801-7941 |
Assets Managed by Firm | $2,078,480,898 |
No. of Clients | 12239 |
No. of Advisors | 256 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12239 | $2,078,480,898 |
Individuals (other than high net worth individuals) | 7567 | $1,508,560,890 |
High net worth individuals | 364 | $527,001,760 |
Pension and profit sharing plans | 157 | $11,875,599 |
Charitable organizations | 13 | $6,163,567 |
Corporations or other businesses | 19 | $24,879,082 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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