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Home > Retirement Planners > florida > boca raton > III CAPITAL MANAGEMENT
III CAPITAL MANAGEMENT
777 Yamato Road
Suite 300
Boca Raton, Florida 33431
Tel: 561-544-4600
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 2 offices throughout the country.
III CAPITAL MANAGEMENT is a Boca Raton, Florida based Financial Planning firm with nearly $39,514,428,923 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 Status | Approved |
|---|---|
| Firm CRD# | 113539 |
| SEC# | 801-60505 |
| Assets Managed by Firm | $39,514,428,923 |
| No. of Clients | 30 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 30 | $39,514,428,923 |
| Pension and profit sharing plans | Fewer than 5 clients | $331,302,976 |
| Corporations or other businesses | 11 | $1,912,371,965 |
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