The O.N. Equity Sales Company

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
400
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 and is recorded with the SEC dating back to 1968. Ownership is listed as a combination of a domestic entity and an individual. In the FINTRX profile the firm is categorized as "unclassified," and it is not identified as a capital allocator. The firm’s profile does not include details on fee arrangements, client segments, or specific advisory or business activities. FINTRX flags the firm as not being an active ESG investor and not operating as a multi-state adviser; it is also not described as newly formed, a pension consultant, or a related adviser.

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

3 of 10
  • Robert Walker

    Robert Walker

    President, CEOCRD 1330047

  • Valerie Hoelscher

    Marketing CoordinatorCRD 3127258

  • Nancy Westbrock

    Nancy Westbrock

    President and Chief Executive OfficerCRD 5637288

Unlock 7 more executives

Contacts

3 of 390
  • Glenn Eckstut

    Glenn Eckstut

    ​President and FounderCRD 4271739

  • Jennifer Gilroy

    Jennifer Gilroy

    Registered RepresentativeCRD 7027186

  • Clark Schulte

    Clark Schulte

    Registered RepresentativeCRD 5278863

Unlock 387 more contacts

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