Assets Under Management
$2.6B
Number of Clients
4,188
Number of Advisors
70
Average Client AUM
$623K
AUM per Advisor
$37.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
OneAscent Financial Services LLC offers investment advisory services to clients and their professional advisors through managed accounts, proprietary strategies, and assistance to other investment advisors. Services include asset management, financial planning, tax preparation, and financial consulting. They also provide CIO solutions and back-office services.
23 Inverness Parkway, Birmingham, AL, 35242