Advisory One, Inc. (Canton)


Advisory One, Inc. is a large advisory firm based in Canton. It manages $48.54 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Connecticut.

Advisory One provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advisory One: assets under management

The assets under management (AUM) of Advisory One, Inc. is $48.54 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.76 million in discretionary accounts and $780 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $404.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $260 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Advisory One, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Canton

The principal office where Advisory One, Inc. performs its advisory services is located at 37 Garret Road, Canton, CT 06019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-352-2097. The normal business hours are 9am to 5pm on Monday - Friday.

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