O
$5.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
9 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2018
- Office Locations
- 1
Office Locations
-- Altamonte Springs FL
About Onefirm Consulting, LLC
Onefirm Consulting, LLC is a Altamonte Springs-based RIA. The firm has been operating for 8 years. Managing $5.6M in total assets under management, with 3 advisory representatives. They custody assets with BNY Mellon and Pershing.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$621.4K AVG AUM / CLIENT
7.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Available
Available
Client Personas
Available
Investment Themes
Available
Platform
Available
Services
Available
Owner & Executives
KENNETH BERT WHEELER
Chief Compliance Officer, Managing Member
- CRD
- #1249314
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Susan Heather Schulman
--
- CRD
- #7227376
Available
Available
Available
E
EDWARD WILLIAM SOULSBY
--
- CRD
- #5287787
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,592,185 | -- |
| Total | $5,592,185 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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