National Retirement Planning Experts

National Coverage
Local Professionals

III CAPITAL MANAGEMENT

777 Yamato Road
Suite 300
Boca Raton, Florida 33431
Tel: 561-544-4400

Need a Financial Advisor?
Compare Vetted Advisors

About III CAPITAL MANAGEMENT

III CAPITAL MANAGEMENT, formally registered with the SEC as III CAPITAL MANAGEMENT. The firm was established in 08/28/2001. They have over 1 offices throughout the country.

III CAPITAL MANAGEMENT is a Boca Raton, Florida based Financial Planning firm with nearly $33,254,393,444 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#113539
SEC#801-60505
Assets Managed by Firm$33,254,393,444
No. of Clients30
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total30$33,254,393,444
Pension and profit sharing plansFewer than 5 clients$389,279,391
Corporations or other businesses6$540,269,217

More Retirement Planning firms in Boca Raton, Florida:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway
St. Petersburg, FL, 33716
$306,121,310,12095097811789
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway
Saint Petersburg, FL, 33716
$245,249,234,0839327936517
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535

Explore More Retirement Advisors in Boca Raton, Florida