Asset One LLC (Greenwood Village)

Name: Asset One LLC
Address: 5655 S. Yosemite Street, Greenwood Village, CO, 80111
Telephone: 303-751-8859

Asset One LLC is a large advisory firm based in Greenwood Village. It manages $486.76 million of regulatory assets for 604 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

Asset One provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as financial planning.

Asset One: assets under management

The assets under management (AUM) of Asset One LLC is $486.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 363% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $486.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $805.89 thousand each.

Fees & Commissions

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

Careers at Asset One LLC

Joseph Jacob Vizzini has served as the Chief Investment Officer since 1 Jun 1994. Co. Prl joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Jacob Vizzini	Chief investment officer	1 Jun 1994	25% - 50%	1306885
Inc. Fa Services	Owner	1 Jun 1994	50% - 75%	84-1185854
Inc. Financial Architects	Owner	1 Jun 1994	50% - 75%	84-1185854
Thomas Baumler	Chief compliance officer\manager	1 Nov 1997	Other	1283960
Co. Prl	Owner	1 Mar 1999	Other	84-1115756

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Porter Rhea Landreth	Shareholder/president	1 Apr 1989	75% - 100%	301569
Thomas Baumler	Shareholder/president	1 Jan 1993	50% - 75%	1283960

Based in Greenwood Village

The principal office where Asset One LLC performs its advisory services is located at 5655 S. Yosemite Street, Greenwood Village, CO 80111, which is also the mailing address of the firm. An additional office of the firm is in Mandeville, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-751-8859 or by fax 303-751-9515. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at assetonellc.com.