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ONEGROUP WEALTH PARTNERS, INC.
ONEGROUP WEALTH PARTNERS, INC.
SYRACUSE, New York
·
5 registered advisors
·
CRD# 306971
SEC# 801-120561
6
561-472-2312
01
Firm Overview
AUM
$93M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ONEGROUP WEALTH PARTNERS, INC.
5 registered advisors
Anthony Franklin Van Ore
SYRACUSE, New York
CRD# 3028693
Chasity Maureen Jaynes
SYRACUSE, New York
CRD# 2638624
David Bruce Coon
SYRACUSE, New York
CRD# 720493
Joseph Harold Littky
SYRACUSE, New York
CRD# 2597427
Paul Anthony Restante
SYRACUSE, New York
CRD# 1214619
05
Office Locations
SYRACUSE, New York
5 advisors
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Data sourced from SEC Form ADV filings. ONEGROUP WEALTH PARTNERS, INC. (CRD# 306971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.