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- Custodian
- Betterment · Interactive Brokers · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2021
- Office Locations
- 1
Office Locations
About Onlyfunds
OnlyFunds is a New York-based digital investing platform built for content creators and influencers, offering automated saving and portfolio management based on goal and risk questionnaires. Portfolios are constructed using an algorithmic, Modern Portfolio Theory approach and implemented primarily with ETFs. The service runs through Betterment (with custody options including Betterment Securities and Interactive Brokers), making it an easy on-ramp for creators who want hands-off investing.
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Investment Themes
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Owner & Executives
Brendan M PHILLIPS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6819850
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,147 | $26,179 |
| Non-Discretionary | $0 | -- |
| Total | $314,147 | $26,179 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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