One Degree Advisors, Inc.
One Degree Advisors, Inc. (CRD# 170392) is a financial advisory firm headquartered in San Diego, CA. They manage $306,535,127 in 1,096 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management307MILLION
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Total Number of Accounts1,096ACCOUNTS
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Average Account Value$279,685
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, TN, TX
Audrey Coleman (CRD# 1428828) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.
Jeff Luebe (CRD# 3241444) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.
Alexander Okugawa (CRD# 6489972) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.
Anthony Saffer (CRD# 3259751) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 24 years of experience in the finance industry.
James Thomason (CRD# 1074745) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.
Janice Thompson (CRD# 3034523) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has over 25 years of experience in the finance industry.
Matthew Calcagno (CRD# 7138915) is an Investment Advisor Representative working at One Degree Advisors, Inc. in San Diego, CA and has 1 year of experience in the finance industry.