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ONE DAY IN JULY LLC
Tel: (802) 503-8280
77 College St. #3a Burlington, Vermont 05401
ONE DAY IN JULY LLC
ONE DAY IN JULY LLC is a Burlington, Vermont based financial advisory firm with nearly $1,089,449,663 in assets under management and provides investment advisory services for 3737 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops , Other (PORTFOLIO MANAGEMENT FOR NON-PROFITS)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
284335
SEC#:
801-113839
No. of Clients:
3737
Assets under Management
$1,089,449,663
No. of Advisors:
20
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