Banc One Investment Advisors Corp is a large advisory firm based in Columbus. It manages $186.99 billion of regulatory assets for 505 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.
Banc One Investment Advisors Corp provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Banc One Investment Advisors Corp is $186.99 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Banc One Investment Advisors Corp for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter William Atwater has been acting as President since 1 Aug 1998. Evelyn Victoria Exley Guernsey joined the executive team most recently as the Chairman/President/Ceo.
The principal office where Banc One Investment Advisors Corp performs its advisory services is located at 1111 Polaris Pkwy, Columbus, OH 43240 The mailing address of the firm is 1111 Polaris Parkway, Columbus, OH 43271. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 614-213-1684. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.