Oneida Wealth Management, Inc. is a mid-sized advisory firm based in Syracuse. It manages $60.57 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, New York, and North Carolina.
Oneida Wealth Management provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oneida Wealth Management, Inc. is $60.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oneida Wealth Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Robert Kallet has been acting as President since 1 Jun 2006. Thomas Joseph Bader joined the executive team most recently as the President, Director.
The principal office where Oneida Wealth Management, Inc. performs its advisory services is located at One Group Center, Syracuse, NY 13204 1327, which is also the mailing address of the firm. An additional office of the firm is in Cazenovia, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (800) 458-7509 or by fax (315) 478-1502. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at oneidawealth.com.