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OneSeven Crosses $8 Billion AUM Benchmark Following $2.11 Billion Q3 Surge

OneSeven also saw a significant increase in assets under management (AUM), surpassing $2.11 billion in new inflows and pushing total firm AUM beyond the $8 billion milestone. This growth reflects the firm’s ongoing commitment to providing advisors with the resources, community, and flexibility to scale their businesses while delivering exceptional service to clients.

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Disclosure

Services are provided under the name Rosehaven Family Office, a d/b/a of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Rosehaven Family Office represent the individual’s role with Rosehaven Family Office, and not their role with OneSeven. Investments involve risk. Past performance is not indicative of future performance. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.