ADVISORY ONE, INC.
CRD #122613 SEC #801-63299 FARMINGTON, CT 860-676-7754
SEC Registered
Total AUM
$39.6M
Discretionary
$39M
Employees
5
Clients
10
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2007 | $39.6M | $39M | $600K | 5 | -- |
| Mar 2006 | $39.7M | $39M | $650K | 5 | -- |
| Jun 2004 | $33.3M | $32.6M | $680K | 5 | -- |
DateFeb 2007
Total AUM$39.6M
Discretionary$39M
Non-Disc.$600K
Employees5
Clients--
DateMar 2006
Total AUM$39.7M
Discretionary$39M
Non-Disc.$650K
Employees5
Clients--
DateJun 2004
Total AUM$33.3M
Discretionary$32.6M
Non-Disc.$680K
Employees5
Clients--