$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- QuantumFusion +more
- Established Date
- 03-13-2023
- Office Locations
- 1
Office Locations
-- Hingham MA
About ONE Financial Design, LLC
One Financial Design is an independent, fee-only, woman-owned advisory practice led by CFP professional Julia Colantuono. The firm delivers customized financial planning and investment management with flexible engagement options for DIY investors or full delegation. Portfolios are primarily ETF-based and custodied on Altruist, and the firm has been featured in outlets such as Forbes and Bloomberg.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$351.7K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Vector Harbor Horizon insight Glacier timber Momentum timber Meridian Eagle
Client Personas
Vector fusion
Custodian
Wave north Fusion element Capital Value alpha Legacy Quantum Fusion Atlas vital
Investment Themes
Quantum Atlas Pioneer Capital quantum
Investment Vehicles
Unison radial Catalyst meridian
Platform
Insight summit
Services
Vital radial Oak radial Ember Glacier signal Atlas focus Summit Value prime
Technology
Atlas catalyst North Horizon
Owner & Executives
Julia May Colantuono
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6434149
- Ownership
- 75% or more
(648) 420-8640
radial.summit@northcapital.com
in linkedin.com/in/eagle-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,868,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,868,957 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,868,957
Equity - Exchange:
37.4% Cash:
30.5% Corporate - Investment Grade:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,647,165,507 | 37.4% |
| Cash | $2,158,784,705 | 30.5% |
| Corporate - Investment Grade | $2,272,032,427 | 32.1% |
| Total | $7,077,982,639 | 100.0% |