ONEPRIME CAPITAL

228 Hamilton Avenue
3rd Floor
Palo Alto, California 94301
Tel: 650-229-8280

About ONEPRIME CAPITAL

ONEPRIME CAPITAL, formally registered with the SEC as ONEPRIME CAPITAL. The firm was established in 04/16/2020. They have over 2 offices throughout the country.

ONEPRIME CAPITAL is a Palo Alto, California based Financial Planning firm with nearly $638,860,420 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299697
SEC#	801-118460
Assets Managed by Firm	$638,860,420
No. of Clients	18
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$638,860,420

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