THE O.N. EQUITY SALES COMPANY

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
400
Avg account
$0

Firm details

Headquarters
MONTGOMERY, Ohio
CRD number
2936
Registered since
October 26, 1968

Firm profile

FINTRX

Overview

The O.N. Equity Sales Company is organized as a corporation and appears in SEC records dating back to 1968. Ownership is listed as a combination of a domestic entity and individuals. The firm's classification in the snapshot is "Unclassified," and its profile does not indicate that it acts as a capital allocator. The FINTRX snapshot flags several negative/inactive attributes rather than active lines of business: it is not identified as an active ESG investor, not marked as a multi-state adviser, not newly formed, and not listed as a pension consultant or related adviser. Specifics about its client segments, fee schedules, advisory services or core business activities are not provided in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • ROBERT WALKER

    President, CEOCRD 1330047

  • VALERIE HOELSCHER

    Marketing CoordinatorCRD 3127258

  • NANCY WESTBROCK

    President and Chief Executive OfficerCRD 5637288

Unlock 7 more executives

Contacts

3 of 390
  • GLENN ECKSTUT

    ​President and FounderCRD 4271739

  • JENNIFER GILROY

    Registered RepresentativeCRD 7027186

  • CLARK SCHULTE

    Registered RepresentativeCRD 5278863

Unlock 387 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MONTGOMERY, OH

HAMILTON

Location

MONTGOMERY, OH

Headquartered in MONTGOMERY, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
1 Financial Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth