Investment adviser · CRD 168061

FINANCIAL ONE, INC.

Investment adviser filing (IA)

BOCA RATON, FL, United States · Form ADV filed Mar 31, 2015

Regulatory AUM
$19.9M
Form ADV · Item 5.F
Client accounts
67
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 31, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

7781 NW BEACON SQUARE BLVD., SUITE 102
BOCA RATON, FL, 33487, United States

CRD 168061

Filing source

Form ADV 896352 · Mar 31, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.