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One Degree Advisors, Inc.

● SEC registered since 2014CRD 170392SEC# 801-79351San Diego, CA
Export (members)
Reg. AUM
$341.6M
Employees
7
Accounts
1,012
Location
San Diego, CA

One Degree Advisors, Inc. assets under management

One Degree Advisors, Inc. is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2014. It reports $341.6 million in regulatory assets under management and employs 7 people.

One Degree Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Alexander Edward OkugawaSecretary10-25%2023
Anthony Lawrence Saffer ControlChief Compliance Officer25-50%2024
Anthony Lawrence SafferCeo25-50%2022
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Frequently asked questions

How much does One Degree Advisors, Inc. manage?

One Degree Advisors, Inc. reports $341.6 million in regulatory assets under management on its Form ADV.

How many employees does One Degree Advisors, Inc. have?

One Degree Advisors, Inc. reports 7 employees.

Where is One Degree Advisors, Inc. located?

One Degree Advisors, Inc. is based in San Diego, CA and has been SEC-registered since 2014.

Does One Degree Advisors, Inc. disclose fund performance?

One Degree Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8880 Rio San Diego Drive, Suite 1000, San Diego, CA 92108
Phone619-282-3288
Fax619-280-9553
Office hours8:30a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$341.6M
Non-discretionary$0
Total (RAUM)$341.6M