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ONEDIGITAL
OVERLAND PARK, KS
877-742-2021
SEC #801-40622Total AUM
$155.4B
Employees
648Clients
18,203Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11101 SWITZER ROAD
SUITE 200
OVERLAND PARK
KS 66210
United States
SUITE 200
OVERLAND PARK
KS 66210
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
877-742-2021
Other Offices
173
Financials
Total AUM
$155.4B
Accounts
40,469Discretionary
$59.1B
Accounts
34,368Non-Discretionary
$96.3B
Accounts
6,101
Clients
Individual Clients
9,087AUM
$2.9B
HNW Individual Clients
3,846AUM
$12.5B
Pension/Profit Sharing Plan Clients
5,160AUM
$139.3B
Charitable Organization Clients
22AUM
$149.5M
Corporation or Business Clients
88AUM
$651.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.