AdvisorOS Directory
Claim Profile
EI

Eugene G Grace Iii

THRESHOLD GROUP, LLC·GIG HARBOR, Washington
Unclaimed Profile
3025 HARBORVIEW DR, GIG HARBOR, WA 98335CRD# 4363602Firm CRD# 129903
01

About

Eugene G Grace Iii is a registered financial advisor based in GIG HARBOR, Washington, affiliated with THRESHOLD GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THRESHOLD GROUP, LLC
THRESHOLD GROUP, LLC
AUM
$3.4B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at THRESHOLD GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4363602
Firm CRD# 129903
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GIG HARBOR?

Browse all registered financial advisors in GIG HARBOR, Washington or claim this profile if it's yours.

Browse GIG HARBOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eugene G Grace Iii offer?
Eugene G Grace Iii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GIG HARBOR, Washington for a consultation.
What are Eugene G Grace Iii's credentials?
Eugene G Grace Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene G Grace Iii located?
Eugene G Grace Iii is based in GIG HARBOR, Washington, working with THRESHOLD GROUP, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Eugene G Grace Iii charge for services?
Eugene G Grace Iii's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRESHOLD GROUP, LLC?
THRESHOLD GROUP, LLC has approximately 53 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GIG HARBOR
Ronald Jay Robertson — GENESIS CAPITAL LLCDonald Francis Cox — PACIFIC ASSET MANAGEMENT, LLCGary Lee Lucy — PACIFIC ASSET MANAGEMENT, LLCEdward Donald Smith — P3 ASSET MANAGEMENT, LLCRichard Kent Baird — HARBORVIEW ASSET MANAGEMENT LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile