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Carl Y Baggett

3B CAPITAL MANAGEMENT, LP·DALLAS, Texas
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6510 ABRAMS ROAD, DALLAS, TX 75231CRD# 4223703Firm CRD# 300098
01

About

Carl Y Baggett is a registered financial advisor based in DALLAS, Texas, affiliated with 3B CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
3B CAPITAL MANAGEMENT, LP
3B CAPITAL MANAGEMENT, LP
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at 3B CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4223703
Firm CRD# 300098
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Y Baggett offer?
Carl Y Baggett specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Carl Y Baggett's credentials?
Carl Y Baggett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Y Baggett located?
Carl Y Baggett is based in DALLAS, Texas, working with 3B CAPITAL MANAGEMENT, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Carl Y Baggett charge for services?
Carl Y Baggett'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 3B CAPITAL MANAGEMENT, LP?
3B CAPITAL MANAGEMENT, LP has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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