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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2004 | $29.8M | $29.8M | $0 | 5 | -- |
| Oct 2003 | $48.3M | $20.1M | $28.2M | 5 | -- |
DateMay 2004
Total AUM$29.8M
Discretionary$29.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$48.3M
Discretionary$20.1M
Non-Disc.$28.2M
Employees5
Clients--