Unclaimed Profile

Karen Marie Hansen

III CAPITAL MANAGEMENT·BOCA RATON, Florida

Clean recordIII CAPITAL MANAGEMENT

777 YAMATO ROAD, BOCA RATON, FL 33431CRD# 5291197Firm CRD# 113539

Profile Verification

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

Identity

Karen Marie Hansen · BOCA RATON, FL

Registration

CRD #5291197 · III CAPITAL MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Marie Hansen is a registered financial advisor based in BOCA RATON, Florida, affiliated with III CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

III CAPITAL MANAGEMENT

AUM

$39.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at III CAPITAL MANAGEMENT →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5291197

Firm CRD# 113539

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Marie Hansen offer?

Karen Marie Hansen specializes in Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Karen Marie Hansen's credentials?

Karen Marie Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Marie Hansen located?

Karen Marie Hansen 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 Karen Marie Hansen charge for services?

Karen Marie Hansen'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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