RIA Intelligence

ONE DAY IN JULY LLC

CRD #284335 SEC #801-113839 BURLINGTON, VT (802) 503-8280
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
20
Clients
51
Accounts
3,737

AUM Over Time

DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.7M
Employees20
Clients0
DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.7M
Employees20
Clients0
DateSep 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.7M
Employees20
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$13.7M
Employees20
Clients0
DateMar 2024
Total AUM$797.7M
Discretionary$777.5M
Non-Disc.$20.1M
Employees16
Clients0
DateJan 2024
Total AUM$797.7M
Discretionary$777.5M
Non-Disc.$20.1M
Employees16
Clients0
DateAug 2023
Total AUM$587.5M
Discretionary$574.3M
Non-Disc.$13.1M
Employees18
Clients0
DateApr 2023
Total AUM$587.5M
Discretionary$574.3M
Non-Disc.$13.1M
Employees18
Clients0
DateMar 2023
Total AUM$587.5M
Discretionary$574.3M
Non-Disc.$13.1M
Employees18
Clients0
DateMar 2023
Total AUM$587.5M
Discretionary$574.3M
Non-Disc.$13.1M
Employees18
Clients0
DateMay 2022
Total AUM$569.9M
Discretionary$550M
Non-Disc.$19.9M
Employees15
Clients0
DateFeb 2022
Total AUM$569.9M
Discretionary$550M
Non-Disc.$19.9M
Employees15
Clients0
DateJul 2021
Total AUM$368.8M
Discretionary$352.3M
Non-Disc.$16.5M
Employees15
Clients0
DateJan 2021
Total AUM$368.8M
Discretionary$352.3M
Non-Disc.$16.5M
Employees14
Clients0
DateAug 2020
Total AUM$294.2M
Discretionary$284.8M
Non-Disc.$9.4M
Employees14
Clients0
DateJun 2020
Total AUM$294.2M
Discretionary$284.8M
Non-Disc.$9.4M
Employees12
Clients0
DateMay 2020
Total AUM$294.2M
Discretionary$284.8M
Non-Disc.$9.4M
Employees12
Clients0
DateApr 2020
Total AUM$294.2M
Discretionary$284.8M
Non-Disc.$9.4M
Employees12
Clients0
DateApr 2020
Total AUM$294.2M
Discretionary$284.8M
Non-Disc.$9.4M
Employees12
Clients0
DateMar 2020
Total AUM$294.2M
Discretionary$284.8M
Non-Disc.$9.4M
Employees12
Clients0
DateNov 2019
Total AUM$242M
Discretionary$234.9M
Non-Disc.$7.1M
Employees10
Clients0
DateSep 2019
Total AUM$242M
Discretionary$234.9M
Non-Disc.$7.1M
Employees10
Clients0
DateAug 2019
Total AUM$242M
Discretionary$234.9M
Non-Disc.$7.1M
Employees10
Clients0
DateJul 2019
Total AUM$161.3M
Discretionary$159.2M
Non-Disc.$2.1M
Employees4
Clients0
DateMar 2019
Total AUM$161.3M
Discretionary$159.2M
Non-Disc.$2.1M
Employees4
Clients0
DateFeb 2019
Total AUM$137.6M
Discretionary$137.5M
Non-Disc.$98.8K
Employees3
Clients0
DateNov 2018
Total AUM$137.6M
Discretionary$137.5M
Non-Disc.$98.8K
Employees3
Clients0
DateJul 2018
Total AUM$137.6M
Discretionary$137.5M
Non-Disc.$98.8K
Employees3
Clients0