Assets Under Management
$299.9M
Number of Clients
2,118
Number of Advisors
312
Average Client AUM
$142K
AUM per Advisor
$961K
Compensation
Fee-Only (AUM)Fixed/Hourly
OneAmerica Securities (OAS) provides investment advisory and financial services through its representatives. They offer wrap fee programs with access to personalized investment advice and discretionary asset management. OAS works with Envestnet, Sawtooth, and Lockwood as account managers. Programs include Fund Strategist Portfolios, SMA Envestnet Model, Sawtooth, Lockwood Managed360, and Advisor Managed Portfolios.
One American Square, Indianapolis, IN, 46282