Onlyfunds
Firm details
- Headquarters
- ,
- CRD number
- 312403
- Registered since
- February 8, 2021
- Website
- www.onlyfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Onlyfunds is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and positions itself as a small-scale advisory practice serving individual and family clients as well as small businesses. Its stated advisory activity is portfolio management for individuals and small-business clients, and it charges fees based on a percentage of assets under management. Onlyfunds does not identify as an active ESG investor, is not a capital allocator, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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