ONEASCENT FINANCIAL SERVICES LLC

Tel: 205-313-9142 23 Inverness Parkway Birmingham, Alabama 35242

About ONEASCENT FINANCIAL SERVICES LLC

ONEASCENT FINANCIAL SERVICES LLC is a Birmingham, Alabama based financial advisory firm with nearly $1,788,648,397 in assets under management and provides investment advisory services for 7877 clients. There are currently 80 financial advisors at the firm.

General Information

Firm CRD#:

284549

Firm SEC#:

801-108265

Assets Under Management:

$1,788,648,397

No. of Clients:

7877

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (CONSULTING)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Alabama?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Alabama, Birmingham