ONEGROUP WEALTH PARTNERS, INC.
  • ONEGROUP WEALTH PARTNERS, INC.
  • COMMUNITY BANK, N.A.
  • ONEGROUP WEALTH INVESTMENT SERVICES, INC
  • EMPIRE STATE ASSET MANAGEMENT
  • NOTTINGHAM WEALTH PARTNERS, INC.
  • NOTTINGHAM FINANCIAL GROUP

Adviser Profile

As of Date 07/01/2020
Registration status Registration Changed to NOTTINGHAM WEALTH PARTNERS, INC.
ADV Location SYRACUSE, NY, United States
AUM* 18,294,184
of that, discretionary 16,542,816
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 425,446
% High Net Worth 50.00%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

17M 14M 12M 9M 7M 5M 2M
2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees