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Building 2ON INVESTMENT MANAGEMENT CO

Map pinCINCINNATI, OH
Phone855-262-0913
NotebookSEC #801-7941
Total AUM
$3.2B
Employees
196
Clients
9,568

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FINANCIAL WAY
CINCINNATI
OH 45242
United States
Operating Hours
8:30 AM EST - 5:00 PM EST
Monday - Friday
Phone
855-262-0913
Other Offices
126

ReceiptFinancials

Total AUM
$3.2B
Accounts
14,153
Discretionary
$904.4M
Accounts
2,787
Non-Discretionary
$2.2B
Accounts
11,366

ContactClients

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Individual Clients
8,523
AUM
$1.7B
HNW Individual Clients
794
AUM
$1.2B
Pension/Profit Sharing Plan Clients
204
AUM
$113.8M
Charitable Organization Clients
16
AUM
$9.6M
Corporation or Business Clients
31
AUM
$51.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Penalty/Cease-and-DesistSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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