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Find, Compare and Monitor Financial Advisors at ONEFUND INVESTMENTS, LLC

CRD#: 333728
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for ONEFUND INVESTMENTS, LLC Comes From

Understanding the Statistics for ONEFUND INVESTMENTS, LLC and How They Compare to Other Firms Through Our Analysis

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Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Port Washington, NY
Phone Number
(516) 551-5055
Related websites
https://www.linkedin.com/company/onefund-investments/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at ONEFUND INVESTMENTS, LLC

Ellen Reese Brasee
AdvisorCheck Check Mark

Ellen Reese Brasee

Ellen R Brasee, Ellen Reese Brasee, Reese Brasee, Ellen L Reese, Ellen Louise Reese
IAR
CRD#: 3058868
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Ontario, CA 91764
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
27 years
View Profile
KC
AdvisorCheck Check Mark

Kenneth Lee Christie

Ken L Christie
IAR
RR
CRD#: 2218257
Location:
Granite Bay, CA 95746
Company:
SPECTRUM WEALTH ADVISORY GROUP, LLC
Disclosures:
Experience:
33 years
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HS
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Heidee S Salcedo

Heidz Sablayan Salcedo
PR
CRD#: 5958347
Location:
Minneapolis, MN 55402
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
14 years
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