$7.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
14 yrs Firm Age
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- Custodian
- Bofa Securities ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion primeQuantum
- Established Date
- 10-18-2011
- Office Locations
- 1
Office Locations
7449 Girard Avenue LA Jolla CA
About Onemoney
Onemoney is a LA Jolla-based RIA. The firm has been operating for 14 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with Bofa Securities and Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
74 AVG AGE
$7.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Meridian quantum Value
Client Personas
Glacier
Custodian
Frontier summit
Investment Themes
Insight glacier
Investment Vehicles
Vital
Platform
Momentum vital
Services
Matrix ember Crest Peak quantum Alpha glacier Summit north
Technology
Horizon Delta vertex
Owner & Executives
V
VAN ROBERT WHITING JR
Chief Compliance Officer, Principal
- CRD
- #5107875
- Ownership
- 75% or more
(824) 450-3044
north.value@timbercapital.com
in linkedin.com/in/legacy-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,000,000 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
Equity - Exchange:
6.1% Cash:
6.4% Public Funds:
7.1% Municipal Bonds:
20.5% Corporate - Investment Grade:
18.2% Corporate - Non-Investment Grade:
14.6% U.S. Government/Agency:
7.3% Other:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $541,193,113 | 6.1% |
| Cash | $567,809,167 | 6.4% |
| Public Funds | $629,913,295 | 7.1% |
| Municipal Bonds | $1,818,763,740 | 20.5% |
| Corporate - Investment Grade | $1,614,707,320 | 18.2% |
| Corporate - Non-Investment Grade | $1,295,314,663 | 14.6% |
| U.S. Government/Agency | $647,657,332 | 7.3% |
| Other | $1,756,659,612 | 19.8% |
| Total | $8,872,018,242 | 100.0% |