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ONEGROUP WEALTH PARTNERS, INC.

Tel: 561-472-2312
5790 Widewaters Parkway
Syracuse, New York  13214

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ONEGROUP WEALTH PARTNERS, INC.

ONEGROUP WEALTH PARTNERS, INC. is a Syracuse, New York based financial advisory firm with nearly $92,850,216 in assets under management and provides investment advisory services for 287 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

306971

SEC#:

801-120561

No. of Clients:

287

Assets under Management

$92,850,216

No. of Advisors:

8

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