Assets Under Management
$4.8B
Number of Clients
5,456
Number of Advisors
105
Average Client AUM
$889K
AUM per Advisor
$46.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
OneSeven offers discretionary investment management using mutual funds, ETFs, individual stocks, and fixed income securities. They also provide financial planning services covering investment, retirement, insurance, and education savings. Clients can use independent managers through SMArtX. OneSeven assists with pledged borrowing and private placements.
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122