One Day In July LLC
Firm details
- Headquarters
- Burlington, Vermont
- CRD number
- 284335
- Registered since
- August 15, 2018
- Website
- www.onedayinjuly.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.62%
- Individuals28.81%
- Charitable Organizations1.47%
- Pension & Profit Sharing Plans1.06%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
One Day In July LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm serves both individual and family clients as well as institutional accounts, charging either a percentage of assets under management or fixed fees. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through newsletters and seminars. The firm is not designated as an active ESG investor and is not identified as a multi-state adviser in its snapshot. It was recognized in Citywire’s 2024 "50 Growers Across America" list.
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
- Exchange Traded Equities64%
- US Government Bonds25%
- Public Funds/Mutual Funds7%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Contacts
3 of 13
John Slane
Client Services AssociateCRD 8185285
William Koster
Investment AdvisorCRD 1452809
John Bass
Financial AdvisorCRD 8029907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 138Active vs passive
$2B in ETFs
83%
$1.6B
0%
$330M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI) | State Street | Passive | Intermediate Government | $163M | 5,740,635 | 8.26% |
Location
Burlington, VT
Chittenden
Location
Burlington, VT
Headquartered in Burlington, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- Chittenden
- Address
- 77 College St
- Time zone
- ET (UTC-5)
- Office locations
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