Investment adviser · CRD 306235

ONE RESOURCE GROUP PRIVATE ADVISOR GROUP

Investment adviser filing (IA)

ORG PRIVATE ADVISOR GROUP, LLC

ROANOKE, IN, United States · Form ADV filed Mar 13, 2020

Regulatory AUM
$9.65M
Form ADV · Item 5.F
Client accounts
13
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individualsFewer than 5$7,411,12976.8%
Individuals11$2,237,35823.2%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Other clientsFewer than 5$00.0%
Filing source

Form ADV 1389729 · Mar 13, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 13, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

13548 ZUBRICK ROAD
ROANOKE, IN, 46783, United States

CRD 306235

Filing source

Form ADV 1389729 · Mar 13, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.