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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Legacy ridgeValue
- Established Date
- 11-14-1971
- Office Locations
- 135
Office Locations
About ON Investment Management CO
ONESCO is an independent broker/dealer platform founded in 1968, supporting financial professionals with technology, resources and services—often at little to no cost—alongside competitive payouts and low overhead. Registered with the SEC and MSRB, it serves retail and institutional advisors and supports planning-led practices (financial planning, retirement, insurance and portfolio construction) with access to platforms such as Envestnet and Pershing.
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Owner & Executives
JOHN ADAM MACKINTOSH
DIRECTOR
- CRD
- #2222634
- Ownership
- Less than 5%
ANDREW JOSEPH VANHOY
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #3012299
- Ownership
- Less than 5%
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Timber ember
- CRD
- #51597
- Ownership
- 17.5%
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Philip Thomas Alford
--
- CRD
- #6622770
TIMOTHY WILLIAM ALVARADO
Financial Advisor, General Partner
- CRD
- #5528193
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- CRD
- #50226
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $904,434,800 | $324,519 |
| Non-Discretionary | $2,248,084,369 | $197,790 |
| Total | $3,152,519,169 | $222,746 |
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Separately Managed Accounts
Total SMA Asset: $3,152,519,169
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $670,387,939 | 8.7% |
| Equity - Exchange | $500,864,552 | 6.5% |
| Cash | $454,630,901 | 5.9% |
| Corporate - Investment Grade | $1,209,780,534 | 15.7% |
| Corporate - Non-Investment Grade | $1,379,303,921 | 17.9% |
| Municipal Bonds | $1,518,004,874 | 19.7% |
| Derivatives | $955,495,453 | 12.4% |
| Other | $1,017,140,321 | 13.2% |
| Total | $7,705,608,495 | 100.0% |