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Building 2ONE DEGREE ADVISORS, INC.

Map pinSAN DIEGO, CA
Phone619-282-3288
NotebookSEC #801-79351
Total AUM
$489M
Employees
6
Clients
466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8880 RIO SAN DIEGO DRIVE
SUITE 1000
SAN DIEGO
CA 92108
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
619-282-3288

ReceiptFinancials

Total AUM
$489M
Accounts
1,279
Discretionary
$489M
Accounts
1,279
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
311
AUM
$130.7M
HNW Individual Clients
150
AUM
$349.5M
Charitable Organization Clients
5
AUM
$8.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLTNTX

HandshakeAffiliates

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

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