Three Main Points LLC
Firm details
- Headquarters
- ,
- CRD number
- 325191
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.3%
- Individuals14.99%
- Corporations / Businesses0.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Three Main Points LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves both individual and family clients as well as institutional relationships. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via multiple fee structures, including a percentage of assets under management, hourly and fixed fees, and performance-based arrangements. Three Main Points reports it is not an active ESG investor and operates as a single-state adviser rather than a multi-state platform.
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Boris Suvorov
FounderCRD 6538670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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