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 organized as a limited liability company that provides financial planning services. The firm bills clients using fixed fees and hourly charges rather than an asset-based or commission model. FINTRX characterizes the adviser as unclassified and notes several operational attributes: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, and not a pension consultant or related adviser. The registered year with the SEC is not listed in the available data.
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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