Banc One Securities Corporation is a large advisory firm based in New York. It manages $682.03 million of regulatory assets for 3,787 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Banc One Securities Corporation provides financial planning services and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Banc One Securities Corporation is $682.03 million. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Banc One Securities Corporation for their services and products based on a percentage of assets under management. 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 John Reed has been acting as President since 1 Apr 1995. John Mcdevitt Kramer joined the executive team most recently as the Chief Compliance Officer.
The principal office where Banc One Securities Corporation performs its advisory services is located at 270 Park Ave, New York, NY 11017 The mailing address of the firm is 270 Park Ave, New York, NY 11017. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-464-1662 or by fax 212-464-1702. The normal business hours are 8:00 a.m. est - 5:00 p.m. est on Monday - Friday.