OneAscent Financial Services is an investment advisor in Birmingham with $385.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
915448947
SEC advisor number
801-108265
FINRA CRD number
284549
AUM ?
$456.42 mm
(as of 19 Jan 24)
Accounts
2,828
(as of 19 Jan 24)
Employees
56
(25 investment advisory or research)
Address
OneAscent Financial Services
23 INVERNESS CENTER PARKWAY
BIRMINGHAM
AL 35242
23 INVERNESS CENTER PARKWAY
BIRMINGHAM
AL 35242
Phone
205-313-9142
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21