3D/L CAPITAL MANAGEMENT, LLC

HARTFORD, Connecticut·4 registered advisors·CRD# 283304
SEC# 801-1078740860-291-1998
01

Firm Overview

AUM
$574M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Other: SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at 3D/L CAPITAL MANAGEMENT, LLC

4 registered advisors
Adam Lawrence Altus
WELLESLEY, Massachusetts
Benjamin Marshal Lavine
HARTFORD, Connecticut
John Arthur O'connor
HARTFORD, Connecticut
Kevin Russell Orr
WELLESLEY, Massachusetts
05

Office Locations

HARTFORD, Connecticut
2 advisors
WELLESLEY, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. 3D/L CAPITAL MANAGEMENT, LLC (CRD# 283304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.