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Building 2ONEAMERICA INVESTMENT ADVISORY SERVICES LLC

Map pinWINDSOR, CT
Phone860-580-4414
NotebookSEC #801-108528
Total AUM
$5.1B
Employees
6
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE ORANGE WAY
WINDSOR
CT 06095
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
860-580-4414

ReceiptFinancials

Total AUM
$5.1B
Accounts
166
Discretionary
$590.9M
Accounts
46
Non-Discretionary
$4.5B
Accounts
120

ContactClients

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Pension/Profit Sharing Plan Clients
166
AUM
$5.1B

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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