3D ASSET MANAGEMENT, INC.

HARTFORD, Connecticut·1 registered advisor·CRD# 139595
SEC# 801-684135860-291-1998
01

Firm Overview

AUM
$603M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Other: FEES AS SUB-ADVISOR AND MODEL PROVIDER/STATEGIST
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at 3D ASSET MANAGEMENT, INC.

1 registered advisor
Wayne Nmn Connors
HARTFORD, Connecticut
05

Office Locations

HARTFORD, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. 3D ASSET MANAGEMENT, INC. (CRD# 139595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.