3D Asset Management Inc
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| 3D Asset Management Inc
|
| CRD # | 139595 |
| SEC # | 801-68413 |
| CIK # | 0001359371 |
| AUM |
|
| Employees |
15 (73% Investors, 0% Brokers)
|
| Phone | 860-291-1998 |
| Address | 100 Constitution Plaza
Hartford, CT 06103-1703 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
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Total AUM ($M)
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|
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| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
857
|
250.6 |
| (b) Individuals (high net worth individuals) |
70
|
139.1 |
| (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 |
16 |
23.6 |
| (h) Charitable organizations |
5 |
5.2 |
| (i) State or municipal government entities |
2 |
176.8 |
| (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 |
9 |
7.8 |
| (n) Other |
0 |
0.0 |
| Total |
1,838 |
603.0 |
| By Discretionary |
| Discretionary |
1,838 |
603.0 |
| Non-Discretionary |
0 |
0.0 |
| Total |
1,838 |
603.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
603.0 |
| Total |
1,838 |
603.0 |
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220417516