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Robert Edwin Phillips

3EDGE ASSET MANAGEMENT, LP·NAPLES, Florida
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999 VANDERBILT BEACH ROAD, NAPLES, FL 34108CRD# 4371874Firm CRD# 282059
01

About

Robert Edwin Phillips is a registered financial advisor based in NAPLES, Florida, affiliated with 3EDGE ASSET MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
3EDGE ASSET MANAGEMENT, LP
3EDGE ASSET MANAGEMENT, LP
AUM
$1.3B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at 3EDGE ASSET MANAGEMENT, LP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4371874
Firm CRD# 282059
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Edwin Phillips offer?
Robert Edwin Phillips specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.
What are Robert Edwin Phillips's credentials?
Robert Edwin Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edwin Phillips located?
Robert Edwin Phillips is based in NAPLES, Florida, working with 3EDGE ASSET MANAGEMENT, LP. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Robert Edwin Phillips charge for services?
Robert Edwin Phillips's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3EDGE ASSET MANAGEMENT, LP?
3EDGE ASSET MANAGEMENT, LP has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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