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Home > Retirement Planners > florida > naples > 3EDGE ASSET MANAGEMENT, LP
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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