O
$57.5M Total AUM
$57.5M Disc. AUM
16.5% 3Y CAGR
3 Employees
66 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2021
- Office Locations
- 1
Office Locations
2520 Genesee Street Utica NY
About ONE Hopper Asset Management
ONE Hopper Asset Management is a Utica-based RIA. The firm has been operating for 5 years. Managing $57.5M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$871.8K AVG AUM / CLIENT
4.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WAYNE IRVING BROOKS
Chief Compliance Officer, Owner, Regional Director
- CRD
- #2142197
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOSEPH DOMINICK SPECIALE
Financial Advisor
- CRD
- #2815121
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,541,913 | $464,048 |
| Non-Discretionary | $0 | -- |
| Total | $57,541,913 | $464,048 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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