R3I LLC
Firm details
- Headquarters
- Cambridge, Massachusetts
- CRD number
- 340483
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
R3I LLC is a Massachusetts-registered limited liability company that provides financial planning services and charges clients on hourly or fixed-fee arrangements. The firm is owned by an individual and is classified as Unclassified in the available dataset. FINTRX indicates R3I LLC is registered with the SEC (SEC Registered Year: Unknown). The firm is not flagged as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser or a pension consultant.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Adam Nowell
Managing Member And Chief Compliance OfficerCRD 8216049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cambridge, MA
Middlesex
Location
Cambridge, MA
Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 2240 Massachusetts Ave
- Time zone
- ET (UTC-5)
- Office locations
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