Unclaimed Profile

Jacob Tadgh Kotzubei

3L CAPITAL MANAGEMENT, LLC·LOS ANGELES, California

Clean record3L CAPITAL MANAGEMENT, LLC

1100 GLENDON AVENUE, LOS ANGELES, CA 90024CRD# 3017953Firm CRD# 294003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Tadgh Kotzubei · LOS ANGELES, CA

Registration

CRD #3017953 · 3L CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacob Tadgh Kotzubei is a registered financial advisor based in LOS ANGELES, California, affiliated with 3L CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

3L CAPITAL MANAGEMENT, LLC

AUM

$810M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 3L CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3017953

Firm CRD# 294003

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacob Tadgh Kotzubei offer?

Jacob Tadgh Kotzubei specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Jacob Tadgh Kotzubei's credentials?

Jacob Tadgh Kotzubei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Tadgh Kotzubei located?

Jacob Tadgh Kotzubei is based in LOS ANGELES, California, working with 3L CAPITAL MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jacob Tadgh Kotzubei charge for services?

Jacob Tadgh Kotzubei's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 3L CAPITAL MANAGEMENT, LLC?

3L CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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