ONE FUNDS, LLC
Total AUM
$507.2M
Employees
14Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
422 E VERMIJO
COLORADO SPRINGS
CO 80903
United States
COLORADO SPRINGS
CO 80903
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
719-445-5050
Financials
Total AUM
$507.2M
Accounts
3Discretionary
$57.2M
Accounts
2Non-Discretionary
$450M
Accounts
1
Clients
Pooled Vehicle Clients
2AUM
$57.2M
Other Clients
1AUM
$450M
Description of Other Clients
FAMILY OFFICE
Services
Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CO
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.