EEE Financial LLC

Overview

EEE Financial LLC is a small, owner-managed advisory and accounting practice that combines bookkeeping/tax-related services with portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and focuses on liquid, exchange-traded vehicles as the primary investment tool. Its client base is individual and family households, and the adviser is not positioned as a multi-state or institutional pension consultant. The firm’s active investment tilt is toward equities, with a strong preference for exchange-traded securities. EEE Financial LLC also maintains exposure to alternative asset categories—specifically real estate and digital currency—which it supplements alongside its equity allocations. Custody and execution are handled through Interactive Brokers, which is consistent with a low-cost, electronically executed trading model and access to a broad set of ETFs and listed securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices