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| Happy Holidays!! thanks for using AUM13F!! |
| Three Bearings Fiduciary Advisors Inc
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|---|---|
| CRD # | 283926 |
| SEC # | 801-108079 |
| CIK # | |
| AUM | $307.6 M (2025-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 603-926-1775 |
| Address | 380 Lafayette Road Unit D Hampton, NH 03842 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 22.6 |
| (b) Individuals (high net worth individuals) | 64 | 154.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.6 |
| (i) State or municipal government entities | 38 | 130.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 504 | 307.6 |
| By Discretionary | ||
| Discretionary | 465 | 290.6 |
| Non-Discretionary | 39 | 17.0 |
| Total | 504 | 307.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.6 | |
| Total | 504 | 307.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leconte Wealth Management LLC
✚
|
TN | 0.3 |
|
Feldman Jeffrey Mark
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|
0.3 | |
|
Thomas Story and Son LLC
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|
IN | 0.3 |
|
The McHugh Group LLC
✚
|
0.3 | |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Royal Harbor Partners LLC
✚
|
TX | 0.3 |
|
Riggs Capital Management LLC
✚
|
UT | 0.3 |
|
Peachtree Investment Partners LLC
✚
|
0.3 | |
|
Smith W B & Co Inc
✚
|
0.3 |