777 Yamato Road
Suite 300
Boca Raton, Florida 33431
Tel: 561-544-4400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 113539 |
SEC# | 801-60505 |
Assets Managed by Firm | $33,254,393,444 |
No. of Clients | 30 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 30 | $33,254,393,444 |
Pension and profit sharing plans | Fewer than 5 clients | $389,279,391 |
Corporations or other businesses | 6 | $540,269,217 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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