Saumen
Chattopadhyay
Onedigital Investment Advisors
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About this Advisor
Saumen Chattopadhyay is a financial advisor based in Overland Park, Kansas, working with Onedigital Investment Advisors. Saumen has previously held positions at Concorde Investment Services, Convex Capital Management LLC, Carson Group Holdings, LLC, and Resources Investment Advisors, LLC. Saumen has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Kansas. Currently, Saumen is part of Onedigital Investment Advisors, which operates out of Overland Park, Kansas. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Saumen Chattopadhyay Work History
Resources Investment Advisors, LLC
Carson Group Holdings, LLC
Carson Group Holdings, LLC
Convex Capital Management LLC
Concorde Investment Services
Disclosures
Please visit the SEC profile of Saumen Chattopadhyay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Walnut Creek, CA
Overland Park, KS
West Harrison, NY
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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