ONE DAY IN JULY LLC - Financial Advisor in Vermont, Burlington

Tel: (802) 503-8280 77 College St. #3a Burlington, Vermont 05401

About 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

Firm CRD#:

284335

Firm SEC#:

801-113839

Assets Under Management:

$1,089,449,663

No. of Clients:

3737

No. of Advisors:

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

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