Three Advisors Inc

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Assets, Funds, Holdings

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Three Advisors Inc
CRD #119040
SEC #801-77550
CIK #
AUM
Employees 8 (100% Investors, 0% Brokers)
Phone770-333-0113
Address2727 Paces Ferry Rd SE
Atlanta, GA 30339
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002009201320172021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 154 80.6
(b) Individuals (high net worth individuals) 141 78.6
(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 27 83.1
(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 678 242.3
By Discretionary
Discretionary 651 159.2
Non-Discretionary 27 83.1
Total 678 242.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 242.3
Total 678 242.3
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