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33 CAPITAL MANAGEMENT LLC
33 CAPITAL MANAGEMENT LLC
GREENWICH, Connecticut
·
4 registered advisors
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CRD# 326780
SEC# 801-128177
0
203-391-9340
01
Firm Overview
AUM
$103M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Educational seminars/workshops
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: A MIX OF THE ABOVE COMPENSATION ARRANGEMENTS.
03
Specialties
Financial Planning
Investment Management
Wealth Management
Financial Education
04
Advisors at 33 CAPITAL MANAGEMENT LLC
4 registered advisors
Abbas F Zuaiter
GREENWICH, Connecticut
CRD# 1719768
Derek Spencer Wallis
GREENWICH, Connecticut
CRD# 4124246
Matthew George Roche
GREENWICH, Connecticut
CRD# 4893329
Samar D. Zuaiter
GREENWICH, Connecticut
CRD# 7741563
05
Office Locations
GREENWICH, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. 33 CAPITAL MANAGEMENT LLC (CRD# 326780) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.