To One Asset Management
Firm details
- Headquarters
- Hr10000 Zagreb,
- 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 operates as a limited liability company and has been registered with the SEC since 2017. The firm focuses on providing portfolio management services primarily for individuals and small businesses. With a fee structure that includes a percentage of assets under management, performance-based fees, and other charges, To One Asset Management tailors its services to meet the needs of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Hr10000 Zagreb, null
Location
Hr10000 Zagreb, null
Headquartered in Hr10000 Zagreb, null.
- Address
- Teslina 10ii
- Office locations
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