ONESOURCE FI LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 310933
- Registered since
- July 13, 2021
Firm profile
FINTRXOverview
Onesource Fi LLC is organized as a limited liability company and is listed as having registered with the SEC in 2021. FINTRX classifies the firm as "Unclassified" and records its owner type as a combination of a domestic entity and an individual. The profile flags the firm as not being a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The firm has provided little public detail about its business model: client segments, fee schedules, advisory services, and broader business activities are not disclosed in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN PARMIGIANI
CEOCRD 2800410
Contacts
3 of 4EMILY ABBRUZZESE
FinOpCRD 4606343
EDWARD DAIGNEAU
Non-Managing Member CRD 3258848
KAY JOHNSON
PartnerCRD 1583193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 200 Vesey St
- Time zone
- ET (UTC-5)
- Office locations
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