One East Putnam Avenue
2nd Floor
Greenwich, Connecticut 06830-5429
Tel: 203-391-9340
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Greenwich, Connecticut