A3 Financial Investments LLC

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Assets, Funds, Holdings

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A3 Financial Investments LLC
CRD #304361
SEC #801-117109
CIK #0001775602
AUM
Employees 6 (33% Investors, 50% Brokers)
Phone303-526-3090
Address90 Madison Street, Suite 303
Denver, CO 80206
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
151296302009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 10.2
(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 1 10.2
By Discretionary
Discretionary 1 10.2
Non-Discretionary 0 0.0
Total 1 10.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 10.2
Total 1 10.2
EDGAR Form CIK 2011 - 2026
D [0001775602]
Firm Profile (Form ADV)
ServesInstitutional
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