ONEGROUP WEALTH PARTNERS, INC.

SYRACUSE, New York·5 registered advisors·CRD# 306971
SEC# 801-1205616561-472-2312
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 PlanningInvestment Management
04

Advisors at ONEGROUP WEALTH PARTNERS, INC.

5 registered advisors
Anthony Franklin Van Ore
SYRACUSE, New York
Chasity Maureen Jaynes
SYRACUSE, New York
David Bruce Coon
SYRACUSE, New York
Joseph Harold Littky
SYRACUSE, New York
Paul Anthony Restante
SYRACUSE, New York
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.