FINANCIAL ONE, INC.
CRD #168061 SEC #801-78226 BOCA RATON, FL 561-241-0000
SEC Registered
Total AUM
$20.5M
Discretionary
$20.5M
Employees
5
Clients
26
Accounts
75
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2015 | $19.9M | $19.9M | $0 | 5 | 26 |
| Nov 2014 | $19.4M | $19.4M | $0 | 5 | 26 |
| Aug 2014 | $20.5M | $20.5M | $0 | 5 | 26 |
| Mar 2014 | $20M | $20M | $0 | 5 | 26 |
| Mar 2014 | $20M | $20M | $0 | 5 | 26 |
| Oct 2013 | $0 | $0 | $0 | 3 | 0 |
| Sep 2013 | $0 | $0 | $0 | 3 | 0 |
DateApr 2015
Total AUM$19.9M
Discretionary$19.9M
Non-Disc.$0
Employees5
Clients26
DateNov 2014
Total AUM$19.4M
Discretionary$19.4M
Non-Disc.$0
Employees5
Clients26
DateAug 2014
Total AUM$20.5M
Discretionary$20.5M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees5
Clients26
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0