Adviceone Advisory Services, LLC
Firm details
- Headquarters
- Glastonbury, Connecticut
- CRD number
- 111614
- Registered since
- June 10, 2003
- Website
- www.adviceoneretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.52%
- Individuals11.28%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Adviceone Advisory Services, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2003. The firm focuses on individuals and families, providing financial planning and portfolio management services for both individual clients and small businesses. Its fee model combines a percentage of assets under management with fixed fees. Adviceone does not position itself as a direct capital allocator; instead, its advisory programs emphasize public funds and professionally managed portfolios rather than direct private-fund sponsorship.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- US Government Bonds13%
- Exchange Traded Equities9%
Owners & executives
2 of 2
Olivia Grossman
Chief Operating OfficerCRD 5548510
Janna Drake
Chief Financial OfficerCRD 7711094
Contacts
3 of 12
Timothy Miller
Vice PresidentCRD 5674804
Michael Grossman
PresidentCRD 2092687
Amity Raia
Investment Advisor RepresentativeCRD 7582213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$2.3M in ETFs
74%
$1.7M
26%
$603K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $640K | 855 | 27.30% |
Location
Glastonbury, CT
Hartford
Location
Glastonbury, CT
Headquartered in Glastonbury, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 100 Western Blvd
- Time zone
- ET (UTC-5)
- Office locations
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