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ADVICEONE ADVISORY SERVICES, LLC

CRD 111614 · SEC 801-62125

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100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033, United States

Phone

860-659-4900

Fax

860-659-4909

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.05B

Discretionary AUM

$2.05B

Team

56 total employees; 14 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals666$230.9M
High net worth individuals783$1.81B

States served

AZ, CA, CO, GA, IL, IN, IA, ME, MD, MA, NV, NJ, NY, NC, OH, OR, PA, RI, SC, VA, MO, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD