Onek Financial, Inc. (Baltimore)
Onek Financial, Inc. Is a Multi-State Adviser Based in Baltimore. It Manages $43.7 Million of Regulatory Assets for 405 Client Accounts. It Has Been Registered...
Onek Financial, Inc. is a multi-state adviser based in Baltimore. It manages $43.7 million of regulatory assets for 405 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Connecticut, and 25 other states.
Onek Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Onek Financial: assets under management
The assets under management (AUM) of Onek Financial, Inc. is $43.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $43.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.91 thousand each.
Investments
The firm invests in investment and business development companies the most. They account for 86% of the total AUM. The second-largest asset type is exchange traded securities, which make up 13% of the firm’s portfolio.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
