RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
OBRIEN, JOHN, RINGIPRESIDENTC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMANC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control
ORTNER, FRANCIS, CHARLESICHAIRMAN/CHIEF COMPLIANCE OFFICERC Control
ORTNER, FRANCIS, CHARLESISECRETARY/TREASURERC Control

Registrations

Federal

IA
Mar 26, 2018 REGISTERED

Notice Filings (4)

FL NH PA TX

Address

4 MYSTIC LANE
MALVERN, PA 19355
United States
Phone: 610-251-9393