Investment adviser · CRD 106276

ASSET ONE LLC

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Mar 14, 2017

Regulatory AUM
$487M
Form ADV · Item 5.F
Client accounts
604
Accounts, not individual clients
Employees
14
Reported in this filing
Advisory professionals
14
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 14, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Market timing

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5655 S. YOSEMITE STREET, SUITE - 450
GREENWOOD VILLAGE, CO, 80111, United States

CRD 106276

Filing source

Form ADV 1073657 · Mar 14, 2017 · 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.