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ONE DAY IN JULY LLC
CRD 284335 · SEC 801-113839
77 COLLEGE ST. #3A, BURLINGTON, VT, 05401, United States
Phone
(802) 503-8280
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.36B
Discretionary AUM
$1.35B
Team
23 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminarsPORTFOLIO MANAGEMENT FOR NON-PROFITS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 972 | $392.8M |
| High net worth individuals | 379 | $935.8M |
| Pension/profit sharing plans | 12 | $14.5M |
| Charitable organizations | 14 | $20.0M |
| Corporations/business entities | 4 | $569K |
States served
VT, CA, LA, ME, MD, MA, NJ, NY, PA, SC, TX, NH, CT, FL
All web addresses on file
- https://www.instagram.com/onedayinjuly_investing/
- https://www.eventbrite.com/o/one-day-in-july-34301369503
- https://www.youtube.com/channel/UC6AWdgam_8FL5RWgekO_zbg/featured
- HTTPS://WWW.ONEDAYINJULY.COM
- https://www.linkedin.com/company/one-day-in-july-llc
- https://www.facebook.com/OneDayInJuly
- https://x.com/onedayinjuly_
Official SEC filing: View on IAPD