ONEASCENT WEALTH MANAGEMENT
Tel: 205-313-9142 23 Inverness Center Parkway Birmingham, Alabama 35242
About ONEASCENT WEALTH MANAGEMENT
ONEASCENT WEALTH MANAGEMENT is a Birmingham, Alabama based financial advisory firm with nearly $520,942,904 in assets under management and provides investment advisory services for 2462 clients. There are currently 32 financial advisors at the firm.
General Information
Firm CRD#:
308057
Firm SEC#:
801-118682
Assets Under Management:
$520,942,904
No. of Clients:
2462
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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