ONESOURCE ADVISORS, LLC

ONESOURCE WEALTH MANAGEMENT
GRANITE BAY, California·2 registered advisors·CRD# 319078
SEC# 801-12986429169673500
01

Firm Overview

AUM
$100M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at ONESOURCE ADVISORS, LLC

2 registered advisors
Giuseppe Francesco Visconti
GRANITE BAY, California
John Vincent Scambray
GRANITE BAY, California
05

Office Locations

GRANITE BAY, California
2 advisors

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Data sourced from SEC Form ADV filings. ONESOURCE ADVISORS, LLC (CRD# 319078) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.