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Saumen Chattopadhyay

Onedigital Investment Advisors

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About Saumen Chattopadhyay

Saumen Chattopadhyay is an Investment Advisor Representative with Onedigital Investment Advisors. Saumen has been in the financial industry since January 2013. Saumen holds the Series 65 license and is a Chartered Financial Analyst. Saumen's primary firm is Onedigital Investment Advisors, which is located in Overland Park, Kansas. Onedigital Investment Advisors provides financial planning and investment management services to a variety of clients, including individuals, families, businesses, and institutions. The firm has a diverse clientele, with assets under management exceeding $107 billion. Saumen's professional experience includes previous roles at Convex Capital Management LLC, Carson Group Holdings, LLC, and Resources Investment Advisors, LLC.

Firm Information

Saumen Chattopadhyay is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Saumen Chattopadhyay’s Registration & Firm History

KS

10/14/2021 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 01/03/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Saumen Chattopadhyay.
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