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Clifford George Viner

III CAPITAL MANAGEMENT·BOCA RATON, Florida
SIE, Series 4, Series 5, Series 7, Series 24, Series 63III CAPITAL MANAGEMENT
777 YAMATO ROAD, BOCA RATON, FL 33431CRD# 715977Firm CRD# 113539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford George Viner · BOCA RATON, FL
Registration
CRD #715977 · III CAPITAL MANAGEMENT
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 5
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
III CAPITAL MANAGEMENT
CRD 113539 · SEC 801-60505
AUM
$39.5B
Regulatory assets under management
Employees
8
30 client accounts
Services offered by III CAPITAL MANAGEMENT
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
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Introduction

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Frequently Asked Questions

What services does Clifford George Viner offer?
Clifford George Viner specializes in Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Clifford George Viner's credentials?
Clifford George Viner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford George Viner located?
Clifford George Viner is based in BOCA RATON, Florida, working with III CAPITAL MANAGEMENT. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Clifford George Viner charge for services?
Clifford George Viner'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 III CAPITAL MANAGEMENT?
III CAPITAL MANAGEMENT has approximately 8 employees and manages $39.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at III CAPITAL MANAGEMENT

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Thomas Rolf Olofsson
BOCA RATON, FL
Garth (nmn) Friesen
BOCA RATON, FL
Scott Lawrence Wyler
BOCA RATON, FL
Michael Lloyd Reger
BOCA RATON, FL
William Patrick Mccauley
BOCA RATON, FL

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