999 Vanderbilt Beach Road
Suite 200
Naples, Florida 34108
Tel: 844-903-3343
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 3 offices throughout the country.
3EDGE ASSET MANAGEMENT, LP is a Naples, Florida based Financial Planning firm with nearly $1,332,680,861 assets under management, offering retirement planning & investment advisory services to 2248 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 282059 |
SEC# | 801-106982 |
Assets Managed by Firm | $1,332,680,861 |
No. of Clients | 2248 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2248 | $1,332,680,861 |
Individuals (other than high net worth individuals) | 1182 | $437,978,177 |
High net worth individuals | 281 | $595,698,838 |
Pension and profit sharing plans | 17 | $140,088,479 |
Charitable organizations | 12 | $67,050,743 |
Corporations or other businesses | 13 | $91,864,624 |
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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