Adriana
Elwood
Onedigital Investment Advisors
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About this Advisor
Adriana Elwood is a financial advisor based in Houston, Texas, working with Onedigital Investment Advisors. Adriana has previously held positions at Legacy Asset Management, Inc, Rhinopro, Exfinia Financial Services, Benecurv (Formerly First Financial Group Benefits), and Onedigital Investment Advisors LLC. Adriana has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Adriana is part of Onedigital Investment Advisors, which operates out of Houston, Texas. 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
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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
Adriana Elwood Work History
Onedigital Investment Advisors LLC
Legacy Asset Management, Inc
Rhinopro
Exfinia Financial Services
Benecurv (Formerly First Financial Group Benefits
Disclosures
Please visit the SEC profile of Adriana Elwood 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
Rochester, NY
Overland Park, KS
Sarasota, FL
Overland Park, KS
Overland Park, KS
Solvang, CA
Brooklyn, NY
Bonita Springs, FL
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