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Home > Retirement Planners > new hampshire > hampton > THREE BEARINGS FIDUCIARY ADVISORS, INC.
THREE BEARINGS FIDUCIARY ADVISORS, INC.
380 Lafayette Road Unit D
Hampton, New Hampshire 03842
Tel: 603-926-1775
About THREE BEARINGS FIDUCIARY ADVISORS, INC.
THREE BEARINGS FIDUCIARY ADVISORS, INC, formally registered with the SEC as THREE BEARINGS FIDUCIARY ADVISORS, INC. The firm was established in 07/28/2016. They have over 1 offices throughout the country.
THREE BEARINGS FIDUCIARY ADVISORS, INC. is a Hampton, New Hampshire based Financial Planning firm with nearly $286,557,600 assets under management, offering retirement planning & investment advisory services to 500 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283926 |
| SEC# | 801-108079 |
| Assets Managed by Firm | $286,557,600 |
| No. of Clients | 500 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO SERVICES FOR MUNICIPALITIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 500 | $286,557,600 |
| Individuals (other than high net worth individuals) | 78 | $15,434,133 |
| High net worth individuals | 68 | $151,151,161 |
| Charitable organizations | 3 | $1,397,508 |
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|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
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| $9,643,533,263 | 19 | 113 | |
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