3D Asset Management Inc

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Assets, Funds, Holdings

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3D Asset Management Inc
CRD #139595
SEC #801-68413
CIK #0001359371
AUM
Employees 15 (73% Investors, 0% Brokers)
Phone860-291-1998
Address100 Constitution Plaza
Hartford, CT 06103-1703
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
70056042028014002004201020162023
AUM Breakdown Accounts AUM ($MM)
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
EDGAR Form CIK 2011 - 2024
13F-HR [0001359371]
D [0001359371]
SC 13G [0001359371]
Form 13D/13G Filer Form 13D/13G Subject Filed
3D Asset Management Inc DBX Advisors LLC [2016-10-24]
3D Asset Management Inc Oppenheimer Revenue Weighted ETF Trust [2016-03-23]
3D Asset Management Inc WisdomTree Trust [2016-02-12]
3D Asset Management Inc iShares Trust [2016-02-12]
3D Asset Management Inc WisdomTree Trust [2016-02-12]
3D Asset Management Inc Goldman Sachs ETF Trust [2016-02-12]
3D Asset Management Inc Flexshares Trust [2016-02-12]
3D Asset Management Inc First Trust Exchange-Traded Fund II [2016-02-12]
3D Asset Management Inc Flexshares Trust [2014-11-06]
3D Asset Management Inc Flexshares Trust [2014-11-06]
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