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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 01-13-2003
- Office Locations
- 1
Office Locations
About Broker ONE
Broker One Investments is a founder-led Ohio advisory firm focused on helping individual investors—especially those planning for or living in retirement—build goal-based investment plans. The firm emphasizes education and disciplined asset allocation, with portfolios largely implemented via ETFs and complemented by U.S. government/agency bonds and cash. Custody is maintained at Charles Schwab, supporting efficient implementation and servicing.
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SHANE ALLEN CONTI
Senior Vice President Of Sales
- CRD
- #6412330
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,585,129,097 | 39.4% |
| U.S. Government/Agency | $2,552,322,891 | 38.9% |
| Cash | $1,423,789,376 | 21.7% |
| Total | $6,561,241,364 | 100.0% |