Oneida Wealth Management, Inc.
Oneida Wealth Management, Inc. (CRD# 167907) is a financial advisory firm headquartered in Syracuse, NY. They manage $60,573,595 in 240 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts240ACCOUNTS
Average Account Value$252,390
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NC, NY