ADVISORSONE,LLC

ADVISORSONE,LLC of NEWTOWN, CT is an SEC-registered investment adviser (CRD 120379). Regulatory assets under management: $29.8M.

Registration

• CRD: 120379
• SEC file number: 801-61304
• Type: Registered investment adviser
• Location: 153 SOUTH MAIN STREET, NEWTOWN, CT, 06470
• Phone: 203-797-1088
• Latest filing: 2004-05-07
• Regulatory AUM: $29.8M
• Discretionary AUM: $29.8M
• Clients: 1
• Accounts: 182

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120379 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search