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Saumen Chattopadhyay

ONEDIGITAL INVESTMENT ADVISORS LLC·OVERLAND PARK, Kansas
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11101 SWITZER ROAD, OVERLAND PARK, KS 66210CRD# 4624565Firm CRD# 106766
01

About

Saumen Chattopadhyay is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with ONEDIGITAL INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ONEDIGITAL INVESTMENT ADVISORS LLC
ONEDIGITAL INVESTMENT ADVISORS
AUM
$107.1B
Regulatory assets under management
Employees
550
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4624565
Firm CRD# 106766
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Saumen Chattopadhyay offer?
Saumen Chattopadhyay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Saumen Chattopadhyay's credentials?
Saumen Chattopadhyay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Saumen Chattopadhyay located?
Saumen Chattopadhyay is based in OVERLAND PARK, Kansas, working with ONEDIGITAL INVESTMENT ADVISORS LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Saumen Chattopadhyay charge for services?
Saumen Chattopadhyay's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONEDIGITAL INVESTMENT ADVISORS LLC?
ONEDIGITAL INVESTMENT ADVISORS LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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