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One Degree Advisors Inc
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CRD # | 170392 |
SEC # | 801-79351 |
CIK # | 0002005743 |
AUM | $306.5 MM (2024-07-23) |
Employees | 7 (100% Investors, 0% Brokers) |
Phone | 619-282-3288 |
Address | 8880 Rio San Diego Drive San Diego, CA 92108 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
---|---|---|---|
AAPL | 2,382,844,009.6 | 3.1 | |
COST | 207,576,867.5 | 2.0 | |
SRE | 47,526,018.2 | 1.2 | |
PCAR | 28,930,720.9 | 1.1 | |
Holdings by Sector ($1000's) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 339 | 100.0 |
(b) Individuals (high net worth individuals) | 112 | 192.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 5.8 |
(h) Charitable organizations | 5 | 7.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,096 | 306.5 |
By Discretionary | ||
Discretionary | 1,096 | 306.5 |
Non-Discretionary | 0 | 0.0 |
Total | 1,096 | 306.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 306.5 | |
Total | 1,096 | 306.5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002005743] |
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