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Building 2ONEGROUP WEALTH PARTNERS, INC.

Map pinSYRACUSE, NY
Phone561-472-2312
NotebookSEC #801-118108
Total AUM
$18.3M
Employees
3
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5790 WIDEWATERS PARKWAY
SYRACUSE
NY 13214
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
561-472-2312
Other Offices
1

ReceiptFinancials

Total AUM
$18.3M
Accounts
70
Discretionary
$16.5M
Accounts
43
Non-Discretionary
$1.8M
Accounts
27

ContactClients

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Individual Clients
14
AUM
$4.5M
HNW Individual Clients
14
AUM
$13.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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