3EDGE ASSET MANAGEMENT, LP

999 Vanderbilt Beach Road
Suite 200
Naples, Florida 34108
Tel: 844-903-3343

About 3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP, formally registered with the SEC as 3EDGE ASSET MANAGEMENT, LP. The firm was established in 12/28/2015. They have over 5 offices throughout the country.

3EDGE ASSET MANAGEMENT, LP is a Naples, Florida based Financial Planning firm with nearly $1,327,943,823 assets under management, offering retirement planning & investment advisory services to 2216 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282059
SEC#	801-106982
Assets Managed by Firm	$1,327,943,823
No. of Clients	2216
No. of Advisors	19

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PROVIDE INVESTMENT MODELS TO UNAFFILIATED ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2216	$1,327,943,823
Individuals (other than high net worth individuals)	1203	$463,054,515
High net worth individuals	273	$614,695,626
Pension and profit sharing plans	14	$92,953,634
Charitable organizations	12	$68,445,732
Corporations or other businesses	14	$88,794,316

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
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