ONE DEGREE ADVISORS, INC.
Total AUM
$489M
Employees
6Clients
466Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8880 RIO SAN DIEGO DRIVE
SUITE 1000
SAN DIEGO
CA 92108
United States
SUITE 1000
SAN DIEGO
CA 92108
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Monday - Friday
Phone
619-282-3288
Financials
Total AUM
$489M
Accounts
1,279Discretionary
$489M
Accounts
1,279Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
311AUM
$130.7M
HNW Individual Clients
150AUM
$349.5M
Charitable Organization Clients
5AUM
$8.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.