EEE Financial LLC
RIAState Registered
Total AUM
$351K
Discretionary
$351K
100% of AUM
Avg account
$50.1K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 282659
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
EEE Financial LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and charges fees as a percentage of assets under management. Its listed business activities include accounting, and its advisory offering centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations