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ON INVESTMENT MANAGEMENT CO

One Financial Way
Cincinnati, Ohio 45242
Tel: 855-262-0913

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About ON INVESTMENT MANAGEMENT CO

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 143 offices throughout the country.

ON INVESTMENT MANAGEMENT CO is a Cincinnati, Ohio based Financial Planning firm with nearly $2,195,447,741 assets under management, offering retirement planning & investment advisory services to 15930 clients. The firm is staffed with 206 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105662
SEC#801-7941
Assets Managed by Firm$2,195,447,741
No. of Clients15930
No. of Advisors206

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Other (MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET)

Firm Client Information

No. of ClientsAUM
Firm Total15930$2,195,447,741
Individuals (other than high net worth individuals)8009$1,508,222,314
High net worth individuals439$633,024,222
Pension and profit sharing plans208$14,833,196
Charitable organizations15$11,263,731
Corporations or other businesses17$28,104,278

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