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ONEASCENT FINANCIAL SERVICES LLC

Tel: 205-313-9142
23 Inverness Parkway
Birmingham, Alabama  35242

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ONEASCENT FINANCIAL SERVICES LLC

ONEASCENT FINANCIAL SERVICES LLC is a Birmingham, Alabama based financial advisory firm with nearly $1,788,648,397 in assets under management and provides investment advisory services for 7877 clients. There are currently 80 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

284549

SEC#:

801-108265

No. of Clients:

7877

Assets under Management

$1,788,648,397

No. of Advisors:

80

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