ONE RESOURCE GROUP WEALTH MANAGEMENT LLC
Legal name: THE PENSION GROUP
CRD #293819 SEC #801-132293 DUBLIN, OH 614-423-4600
SEC Registered
Total AUM
$142M
Discretionary
$142M
Employees
8
Clients
0
Accounts
744
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $142M | $142M | $0 | 8 | 0 |
| Feb 2025 | $142M | $142M | $0 | 8 | 0 |
DateMar 2025
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees8
Clients0