Oneascent Family Offices

Oneascent Family Offices (CRD# 323305) is a financial advisory firm headquartered in Birmingham, AL. They manage $93,756,318 in 98 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
23 Inverness Center Parkway, Birmingham, AL 35242
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $956,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CO, FL, OH, TX

Financial Advisors at Oneascent Family Offices
Showing 1 - 1 of 1 top financial advisors.
1
Philip Shaffer, financial advisor Birmingham AL
Philip C. Shaffer
CRD#: 716363
23 Inverness Center Parkway, Birmingham, AL 35242

Philip Shaffer (CRD# 716363) is an Investment Advisor Representative working at Oneascent Family Offices in Birmingham, AL and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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