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33 CAPITAL MANAGEMENT LLC
One East Putnam Avenue
2nd Floor
Greenwich, Connecticut 06830-5429
Tel: 203-391-9340
About 33 CAPITAL MANAGEMENT LLC
33 CAPITAL MANAGEMENT LLC, formally registered with the SEC as 33 CAPITAL MANAGEMENT LLC. The firm was established in 06/20/2023. They have over 1 offices throughout the country.
33 CAPITAL MANAGEMENT LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $103,300,000 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326780 |
| SEC# | 801-128177 |
| Assets Managed by Firm | $103,300,000 |
| No. of Clients | 21 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (A MIX OF THE ABOVE COMPENSATION ARRANGEMENTS.)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Security ratings or pricing services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $103,300,000 |
| High net worth individuals | 9 | $81,200,000 |
| Other investment advisers | Fewer than 5 clients | $1,100,000 |
| Corporations or other businesses | Fewer than 5 clients | $10,100,000 |
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