To One Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 160117
- Registered since
- March 15, 2017
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Other100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
To One Asset Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses. Its compensation mix includes a percentage-of-AUM fee schedule and performance-based fees, along with other fee arrangements. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not serve as a pension consultant or related adviser. It does not function as a capital allocator running proprietary pooled products.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Josip Galinec
CEOCRD 6020563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Address
- Teslina 10ii
- Office locations
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