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3D ASSET MANAGEMENT, INC.
HARTFORD, CT
860-291-1998
SEC #801-68413Total AUM
$603M
Employees
15Clients
959Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 CONSTITUTION PLAZA
7TH FLOOR
HARTFORD
CT 06103-1703
United States
7TH FLOOR
HARTFORD
CT 06103-1703
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
860-291-1998
Other Offices
5
Financials
Total AUM
$603M
Accounts
1,838Discretionary
$603M
Accounts
1,838Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
857AUM
$250.6M
HNW Individual Clients
70AUM
$139.1M
Pension/Profit Sharing Plan Clients
16AUM
$23.6M
Charitable Organization Clients
5AUM
$5.2M
Government Entity Clients
2AUM
$176.8M
Corporation or Business Clients
9AUM
$7.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUB-ADVISOR AND MODEL PROVIDER/STRATEGIST TO COLLECTIVE TRUSTS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEES AS SUB-ADVISOR AND MODEL PROVIDER/STATEGIST
Compliance
Disclosures
None reported
State Registrations
AZCACTFLILINMAMDMEMIMNNCNHNJNMNYOHORPARITXUTVTWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.