The O.N. Equity Sales Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
390
Avg account
$0

Firm details

Headquarters
Montgomery, Ohio
CRD number
2936
Registered since
October 26, 1968

Firm profile

FINTRX

Overview

The O.N. Equity Sales Company is organized as a corporation with ownership identified as a domestic entity and an individual. Public records classify the firm as "unclassified" and indicate it is not a capital allocator. The available snapshot flags the firm as not an active ESG investor and not a multistate adviser; it is also not listed as newly formed, a pension consultant, or a related adviser. The firm has provided little detail about its core business activities, advisory services, or client focus.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Montgomery, OH

Hamilton

Location

Montgomery, OH

Headquartered in Montgomery, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
1 Financial Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth