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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.