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Building 2ONEIDA WEALTH MANAGEMENT, INC.

Map pinSYRACUSE, NY
Phone(800) 458-7509
NotebookSEC #801-79875
Total AUM
$60.6M
Employees
19
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE GROUP CENTER
706 N. CLINTON STREET
SYRACUSE
NY 13204-1327
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(800) 458-7509

ReceiptFinancials

Total AUM
$60.6M
Accounts
240
Discretionary
$60.6M
Accounts
240
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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