CRD: 149137
Service ONE Financial
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2008
- Office Locations
- 1
Office Locations
About Service ONE Financial
Service One Financial is a single-advisor retail firm in San Juan Capistrano, CA providing financial planning, retirement plan support, estate planning, insurance guidance, and business succession planning. The practice emphasizes asset allocation, portfolio construction, and risk management, primarily implemented with ETFs and mutual/index funds; its SMA exposure is heavily concentrated in equity ETFs.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARY ALLAN PSOTKA
Chief Compliance Officer, President, Vice President
- CRD
- #1209280
- Ownership
- 50% but less than 75%
JULIE ANNA PSOTKA
Controller
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,150,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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