RIA Intel›Advisers›Pennsylvania›ONESOURCE RETIREMENT ADVISORS, INC.

ONESOURCE RETIREMENT ADVISORS, INC.

Advisory

N·MALVERN, PA

Data as of Mar 26, 2018 · Source: SEC Form ADV

Total AUM
$276M
1-Year AUM Growth
+4.4%
3-Year CAGR
+6.3%
Employees
6
Assets Under Management
Total AUM$276M
Discretionary AUM$276M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees6
Investment Advisers10
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingSep 9, 2002
Latest FilingMar 26, 2018
🔒 Full AUM trend chart and 21 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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