Oneamerica Asset Management, LLC is a large advisory firm based in Indianapolis. It manages $22.2 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Indiana.
Oneamerica Asset Management provides selection of other advisers, publication of newsletters, security ratings or pricing services, educational seminars and workshops, and third party investment adviser services and private placement co-participation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oneamerica Asset Management, LLC is $22.2 billion. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oneamerica Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Oneamerica Asset Management is insurance companies with 7 clients and $22.12 billion of assets under management. Among the 13 most similar advisory firms, Oneamerica Asset Management has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $22.12 billion for 7 clients. None of the firm’s clients are foreign persons or businesses.
Oneamerica Asset Management doesn't advise any private funds.
The company employs 31 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Oneamerica Asset Management, LLC performs its advisory services is located at One American Square, Indianapolis, IN 46206 The mailing address of the firm is One American Square, Indianapolis, IN 46206 0368. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-285-1877 or by fax 317-285-1470. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at oneamerica.com.