ONEIDA WEALTH MANAGEMENT, INC.
CRD #167907 SEC #801-79875 SYRACUSE, NY (800) 458-7509
SEC Registered Broker-Dealer
Total AUM
$46.9M
Discretionary
$46.9M
Employees
28
Clients
--
Accounts
200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $60.6M | $60.6M | $0 | 19 | 300 |
| Feb 2016 | $60.6M | $60.6M | $0 | 19 | 300 |
| Jan 2016 | $46.9M | $46.9M | $0 | 28 | 300 |
| Dec 2015 | $46.9M | $46.9M | $0 | 28 | 300 |
| Jun 2015 | $46.9M | $46.9M | $0 | 28 | 300 |
| Apr 2015 | $46.9M | $46.9M | $0 | 28 | 300 |
| Mar 2015 | $46.9M | $46.9M | $0 | 28 | 300 |
| Oct 2014 | $40.6M | $40.6M | $0 | 24 | 0 |
DateMar 2016
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees19
Clients300
DateFeb 2016
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees19
Clients300
DateJan 2016
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees28
Clients300
DateDec 2015
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees28
Clients300
DateJun 2015
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees28
Clients300
DateApr 2015
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees28
Clients300
DateMar 2015
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees28
Clients300
DateOct 2014
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees24
Clients0