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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| One Degree Advisors Inc
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|---|---|
| CRD # | 170392 |
| SEC # | 801-79351 |
| CIK # | 0002005743 |
| AUM | $341.6 M (2025-03-11) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 619-282-3288 |
| Address | 8880 Rio San Diego Drive San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 3.4 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| Microsoft Corp | 1.6 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 115.9 |
| (b) Individuals (high net worth individuals) | 115 | 218.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 7.5 |
| (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 | 1,012 | 341.6 |
| By Discretionary | ||
| Discretionary | 1,012 | 341.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,012 | 341.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.6 | |
| Total | 1,012 | 341.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002005743] |
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|---|---|---|
|
Realta Investment Advisors Inc
✚
|
DE | 0.3 |
|
O'Donnell Financial Services LLC
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CA | 0.3 |
|
Wolff Wiese Magana LLC
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CA | 0.3 |
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Smedley Financial Services Inc
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UT | 0.3 |
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Brooklyn FI LLC
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NY | 0.3 |
|
Pinnacle Family Advisors LLC
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MO | 0.3 |
|
Alternative Investment Advisors LLC
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FL | 0.3 |
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
Baron Financial Group LLC
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NJ | 0.3 |
|
Grandview Asset Management LLC
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PA | 0.3 |