ONE DEGREE ADVISORS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 170392). Regulatory assets under management: $489.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Janice Adele Thompson | FOUNDER/FINANCIAL ADVISOR | — |
| Anthony Lawrence Saffer | CEO; CHIEF COMPLIANCE OFFICER | — |
| Alexander Edward Okugawa | SECRETARY | — |
| Jeff J Luebe | CLIENT SERVICE MANAGER | — |
| COLEMAN AUDREY ELLEN | FOUNDER/FINANCIAL ADVISOR; PRESIDENT /CHIEF COMPLIANCE OFFICER | — |
| THOMPSON JANICE ADELE | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; FOUNDER/FINANCIAL ADVISOR | — |
| SAFFER ANTHONY LAWRENCE | CEO; CHIEF COMPLIANCE OFFICER; SENIOR FINANCIAL ADVISOR (+1 more) | — |
| OKUGAWA ALEXANDER EDWARD | SECRETARY | — |
| LUEBE JEFF J | CLIENT SERVICE MANAGER | — |