Matthew
Collins

On Investment Management Co

CRD#5069278
Investment Advisor
in Cincinnati, OH

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About this Advisor

Matthew Collins is a financial advisor based in Cincinnati, Ohio, working with On Investment Management Co. Matthew has previously held positions at The O.N. Equity Sales Company and Ohio National Equities. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Matthew is part of On Investment Management Co, which operates out of Cincinnati, Ohio. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 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, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Financial Way
Cincinnati, OH 45242

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

OH Average: $2,106,341,625
Total Number of Employees

206

OH Average: 34
Total Number of Accounts

15,930

OH Average: 1,972
Average Account Size

$137,818

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Matthew Collins Work History

2015 - Present (9 years)

Ohio National Equities

2014 - Present (10 years)

The O.N. Equity Sales Company

Disclosures

Please visit the SEC profile of Matthew Collins 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 On Investment Management Co

Kimberly Gustafson
Englewood, CO
Matthew Collins
Cincinnati, OH
Juana Love
Chesterfield, MO
Nathan Biggerstaff
Lees Summit, MO
John Head
Chesterfield, MO
Aaron Briggs
Boise, ID
Terek Wilson
Lees Summit, MO
Mark Monahan
Ayer, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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