Oneseven

RIASEC Registered

Total AUM

$7.7B

Discretionary

$7.7B

99% of AUM

Avg account

$289K

Accounts

26,700

Employees

264

Advisory reps

126

Firm details

Headquarters: Beachwood, Ohio
CRD number: 283087
Registered since: May 16, 2016
Website: weareoneseven.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, AXOS CLEARING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI55.98%
Individuals38.33%
Corporations / Businesses2.69%
Pension & Profit Sharing Plans2.31%
Charitable Organizations0.67%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oneseven is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and educational workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other structures. Oneseven does not identify itself as an active ESG investor.