ONE DAY IN JULY LLC

77 College St. #3a
Burlington, Vermont 05401
Tel: (802) 503-8280

About ONE DAY IN JULY LLC

ONE DAY IN JULY LLC, formally registered with the SEC as ONE DAY IN JULY LLC. The firm was established in 08/15/2018. They have over 6 offices throughout the country.

ONE DAY IN JULY LLC is a Burlington, Vermont based Financial Planning firm with nearly $1,089,449,663 assets under management, offering retirement planning & investment advisory services to 3737 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284335
SEC#	801-113839
Assets Managed by Firm	$1,089,449,663
No. of Clients	3737
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PORTFOLIO MANAGEMENT FOR NON-PROFITS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3737	$1,089,449,663
Individuals (other than high net worth individuals)	895	$331,019,312
High net worth individuals	323	$716,581,619
Pension and profit sharing plans	15	$13,652,771
Charitable organizations	14	$27,510,523
Corporations or other businesses	4	$685,438

More Retirement Planning firms in Burlington, Vermont:

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NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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