ONEASCENT FINANCIAL SERVICES LLC - Financial Advisor in Alabama, Birmingham

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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