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Building 2ONE RESOURCE GROUP PRIVATE ADVISOR GROUP

Map pinROANOKE, IN
Phone1-888-467-6755
NotebookSEC #801-117701
Total AUM
$9.6M
Employees
11
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13548 ZUBRICK ROAD
ROANOKE
IN 46783
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
1-888-467-6755
Other Offices
1

ReceiptFinancials

Total AUM
$9.6M
Accounts
13
Discretionary
$9.6M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$2.2M
HNW Individual Clients
2
AUM
$7.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
NONE

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INOH

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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