ONE DAY IN JULY LLC

BURLINGTON, Vermont·2 registered advisors·CRD# 284335
SEC# 801-1138394(802) 503-8280
01

Firm Overview

AUM
$798M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ONE DAY IN JULY LLC

2 registered advisors
Daniel Patrick Cunningham
BURLINGTON, Vermont
Jayne Ann Bills
BURLINGTON, Vermont
05

Office Locations

BURLINGTON, Vermont
2 advisors

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Data sourced from SEC Form ADV filings. ONE DAY IN JULY LLC (CRD# 284335) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.