ONESOURCE RETIREMENT ADVISORS, INC.
CRD #119848 SEC #801-61459 MALVERN, PA 610-251-9393
SEC Registered
Total AUM
$276.1M
Discretionary
$276.1M
Employees
10
Clients
101
Accounts
1,215
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $276.1M | $276.1M | $0 | 10 | 0 |
| Jul 2017 | $264.5M | $264.5M | $0 | 11 | 200 |
| Mar 2017 | $264.5M | $264.5M | $0 | 11 | 200 |
| Mar 2016 | $198.5M | $198.5M | $0 | 9 | 100 |
| Sep 2015 | $230.4M | $230.4M | $0 | 7 | 100 |
| Apr 2015 | $230.4M | $230.4M | $0 | 7 | 100 |
| Dec 2014 | $217M | $217M | $0 | 7 | 100 |
| Mar 2014 | $217M | $217M | $0 | 7 | 100 |
| Apr 2013 | $189.9M | $189.9M | $0 | 7 | 150 |
| Mar 2012 | $169.6M | $169.6M | $0 | 1 | 120 |
| Apr 2011 | $134.6M | $134.6M | $0 | 5 | -- |
| Mar 2010 | $154.8M | $154.8M | $0 | 5 | -- |
| Mar 2009 | $100M | $100M | $0 | 5 | -- |
| Mar 2008 | $135M | $125M | $10M | 5 | -- |
| Mar 2007 | $107.5M | $101.4M | $6.1M | 5 | -- |
| Mar 2004 | $65M | $0 | $65M | 5 | -- |
DateMar 2018
Total AUM$276.1M
Discretionary$276.1M
Non-Disc.$0
Employees10
Clients0
DateJul 2017
Total AUM$264.5M
Discretionary$264.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2017
Total AUM$264.5M
Discretionary$264.5M
Non-Disc.$0
Employees11
Clients200
DateMar 2016
Total AUM$198.5M
Discretionary$198.5M
Non-Disc.$0
Employees9
Clients100
DateSep 2015
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients100
DateApr 2015
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients100
DateDec 2014
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees7
Clients100
DateMar 2014
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees7
Clients100
DateApr 2013
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees7
Clients150
DateMar 2012
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees1
Clients120
DateApr 2011
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$135M
Discretionary$125M
Non-Disc.$10M
Employees5
Clients--
DateMar 2007
Total AUM$107.5M
Discretionary$101.4M
Non-Disc.$6.1M
Employees5
Clients--
DateMar 2004
Total AUM$65M
Discretionary$0
Non-Disc.$65M
Employees5
Clients--