One Day In July LLC
One Day In July LLC (CRD# 284335) is a financial advisory firm headquartered in Burlington, VT. They manage $797,669,157 in 3,148 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management798MILLION
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Total Number of Accounts3,148ACCOUNTS
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Average Account Value$253,389
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, CT, FL, LA, MA, MD, ME, NH, NY, PA, TX, VT
Jayne Bills (CRD# 6887129) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 6 years of experience in the finance industry.
Daniel Cunningham (CRD# 6676005) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 7 years of experience in the finance industry.
Hans Smith (CRD# 6322329) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 10 years of experience in the finance industry.
Peter Egolf (CRD# 7275044) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 3 years of experience in the finance industry.
William Koster (CRD# 1452809) is an Investment Advisor Representative working at One Day In July LLC in Vergennes, VT and has over 32 years of experience in the finance industry.
Matthew McBride (CRD# 7699446) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has 1 year of experience in the finance industry.
Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
Edmund Van Eyck (CRD# 7721820) is an Investment Advisor Representative working at One Day In July LLC in Saratoga Springs, NY and has 1 year of experience in the finance industry.
Nancy Westbrook (CRD# 7262929) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 3 years of experience in the finance industry.