Investment adviser · CRD 167907

ONEIDA WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

SYRACUSE, NY, United States · Form ADV filed Mar 2, 2016

Regulatory AUM
$60.6M
Form ADV · Item 5.F
Client accounts
240
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
12
Investment advisory functions

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 2, 2016. View historical filings

Reported services

Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

ONE GROUP CENTER, 706 N. CLINTON STREET
SYRACUSE, NY, 13204-1327, United States

CRD 167907

Filing source

Form ADV 986843 · Mar 2, 2016 · 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.