ONESOURCE WEALTH MANAGEMENT
Tel: 9169673500 4080 Cavitt Stallman Road Suite 200 Granite Bay, California 95746
About ONESOURCE WEALTH MANAGEMENT
ONESOURCE WEALTH MANAGEMENT is a Granite Bay, California based financial advisory firm with nearly $100,000,000 in assets under management and provides investment advisory services for 400 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
319078
Firm SEC#:
801-129864
Assets Under Management:
$100,000,000
No. of Clients:
400
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Fee Structure:
A percentage of AUM
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