ONE FUNDS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Peak AUM | $507.2MMar 2025 |
| AUM CAGR | +22.4% /yrover 2 yrs · 7 filings |
Contact & Location
Address
422 E VERMIJO
COLORADO SPRINGS CO 80903
Phone
719-445-5050
Filing History
7 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Individuals
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Registered Rep