ADVISORSONE,LLC
CRD #120379 SEC #801-61304 NEWTOWN, CT 203-797-1088
SEC Registered
Total AUM
$48.3M
Discretionary
$20.1M
Employees
5
Clients
10
Accounts
1,934
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAINES, DANIEL, FRANCIS | I | MEMBER | D | Control |
| HAINES, DANIEL, FRANCIS | I | MEMBER | D | Control |
| PACHNIUK, WALTER | I | MEMBER | D | Control |
| PACHNIUK, WALTER | I | MEMBER | D | Control |
Registrations
Federal
IA
Oct 9, 2003 REGISTERED
Notice Filings (1)
CT
Address
153 SOUTH MAIN STREETNEWTOWN, CT 6470
USA
Phone: 203-797-1088