Unclaimed Profile

Robert Edwin Phillips

3EDGE ASSET MANAGEMENT, LP·NAPLES, Florida

Series 3, Series 65Clean record23 years registered3EDGE ASSET MANAGEMENT, LP

999 VANDERBILT BEACH ROAD, NAPLES, FL 34108CRD# 4371874Firm CRD# 282059

Profile Verification

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

Identity

Robert Edwin Phillips · NAPLES, FL

Registration

CRD #4371874 · 3EDGE ASSET MANAGEMENT, LP · 23 years registered

Brand Profile

Not yet started

Career History

3EDGE ASSET MANAGEMENT, LP

Jan 2016 – present

WINDHAVEN INVESTMENT MANAGEMENT, INC.

Nov 2010 – Mar 2012

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

May 2009 – Nov 2010

BOSTON, MA

WINDWARD INVESTMENT MANAGEMENT INC

Oct 2002 – Nov 2003

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · October 1, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

3EDGE ASSET MANAGEMENT, LP

CRD 282059 · SEC 801-106982

AUM

$1.3B

Regulatory assets under management

Employees

2,216 client accounts

Services offered by 3EDGE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 3EDGE ASSET MANAGEMENT, LP →

Introduction

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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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