Oneascent Financial Services LLC

Oneascent Financial Services LLC (CRD# 284549) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,788,648,397 in 7,877 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
23 Inverness Parkway, Birmingham, AL 35242
https://www.instagram.com/noisereductionpodcast/?igshid=mzc0ywu1owy%3d
By the Numbers
  • Total Assets Under Management
    1,789
    MILLION
  • Total Number of Accounts
    7,877
    ACCOUNTS
  • Average Account Value
    $227,072
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

Financial Advisors at Oneascent Financial Services LLC
Showing 41 - 42 of 42 top financial advisors.
41
Eric Vartanian, financial advisor Birmingham AL
Eric J. Vartanian
CRD#: 6647670
23 Inverness Parkway, Birmingham, AL 35242

Eric Vartanian (CRD# 6647670) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Birmingham, AL and has over 6 years of experience in the finance industry.

42
Gerald Zengeya, financial advisor Toronto
Gerald K. Zengeya
CRD#: 7719770
10 Four Seasons Place, Suite 401, Toronto, M9B 6

Gerald Zengeya (CRD# 7719770) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Toronto, and has 1 year of experience in the finance industry.

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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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