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Building 2ONE DAY IN JULY LLC

Map pinBURLINGTON, VT
Phone(802) 503-8280
NotebookSEC #801-113839
Total AUM
$1.4B
Employees
23
Clients
1,381

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 COLLEGE ST. #3A
BURLINGTON
VT 05401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(802) 503-8280
Other Offices
9

ReceiptFinancials

Total AUM
$1.4B
Accounts
4,011
Discretionary
$1.3B
Accounts
3,999
Non-Discretionary
$14.5M
Accounts
12

ContactClients

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Individual Clients
972
AUM
$392.8M
HNW Individual Clients
379
AUM
$935.8M
Pension/Profit Sharing Plan Clients
12
AUM
$14.5M
Charitable Organization Clients
14
AUM
$20M
Corporation or Business Clients
4
AUM
$569.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PORTFOLIO MANAGEMENT FOR NON-PROFITS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMDMENHNJNYPASCTXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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