Dakota
Dakota
Book a Demo
Talk to an Expert

One Seven

EST. AUM
$7,717,771,462

CONTACTS
10

CLIENT ACCOUNTS
26,700

Firm Details

Metro area Cleveland
CRD Number 283087
Website weareoneseven.com
Client types

Overview

One Seven primarily provides discretionary investment management services to its clients. Based on the needs of each client, the advisor will develop a portfolio that is primarily constructed with diversified mutual funds, exchange-traded funds ("ETFs"), individual stocks, and/or individual fixed income securities. In February 2023, the firm acquired TruClarity Wealth Advisors in St. Petersburg, FL (PE backed by Merchant).

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy