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⚲
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| Onegroup Wealth Partners Inc
✚
|
|
|---|---|
| CRD # | 306971 |
| SEC # | 801-120561 |
| CIK # | |
| AUM | $92.9 MM (2024-05-07) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 561-472-2312 |
| Address | 5790 Widewaters Parkway Syracuse, NY 13214 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 38.7 |
| (b) Individuals (high net worth individuals) | 20 | 54.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 92.9 |
| By Discretionary | ||
| Discretionary | 279 | 89.1 |
| Non-Discretionary | 8 | 3.7 |
| Total | 287 | 92.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.9 | |
| Total | 287 | 92.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |
|
IDB LIDO Wealth LLC
✚
|
NY | 0.1 |
|
Capital Management Associates Inc
✚
|
MN | 0.1 |
|
Changing Parameters LLC
✚
|
CA | 0.1 |
|
Discipline Wealth Solutions Inc
✚
|
SC | 0.1 |
|
The Kinney Group LLC
✚
|
CA | 0.1 |
|
First Source Investment Partners LLC
✚
|
CO | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Broadway Advisor Group LLC
✚
|
NY | 0.1 |
|
McAlvany Wealth Management LLC
✚
|
CO | 0.1 |