|
⚲
|
| 3 Factor Indexing LLC
✚
| |
|---|---|
| CRD # | 160356 |
| SEC # | 801-110926 |
| CIK # | |
| AUM | $144.5 MM (2024-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 650-332-2478 |
| Address | 156 Alta Vista Rd Woodside, CA 94062 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 144.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 182 | 144.5 |
| By Discretionary | ||
| Discretionary | 181 | 144.4 |
| Non-Discretionary | 1 | 0.1 |
| Total | 182 | 144.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 143.5 | |
| Total | 182 | 144.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blueprint Wealth Management Inc
✚
|
MD | 0.1 |
|
May William Michael
✚
|
CA | 0.1 |
|
Meyer Capital Management LLC
✚
|
OH | 0.1 |
|
Wealth Management Group Inc
✚
|
NC | 0.1 |
|
MJC Advisors LLC
✚
|
MD | 0.1 |
|
Family CFO LLC
✚
|
NY | 0.1 |
|
Pathmont LLC
✚
|
WA | 0.1 |
|
Pathworks Financial Inc
✚
|
MI | 0.1 |
|
Retirement Advisors Inc
✚
|
AL | 0.1 |
|
Dick Rivera & Associates LLC
✚
|
FL | 0.1 |