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| Three Bearings Fiduciary Advisors Inc
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|---|---|
| CRD # | 283926 |
| SEC # | 801-108079 |
| CIK # | |
| AUM | $286.6 MM (2024-03-29) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 603-926-1775 |
| Address | 380 Lafayette Road Unit D Hampton, NH 03842 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 15.4 |
| (b) Individuals (high net worth individuals) | 68 | 151.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.4 |
| (i) State or municipal government entities | 37 | 118.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 286.6 |
| By Discretionary | ||
| Discretionary | 461 | 270.1 |
| Non-Discretionary | 39 | 16.4 |
| Total | 500 | 286.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.6 | |
| Total | 500 | 286.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mokosak Advisory Group LLC
✚
|
IA | 0.3 |
|
BAC Capital Advisors LLC
✚
|
WA | 0.3 |
|
Philip Vongontard CFA LLC
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|
MO | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |
|
Applied Capital LLC
✚
|
AR | 0.3 |
|
Legacy Bridge LLC
✚
|
IA | 0.3 |
|
Professional Financial Solutions LLC
✚
|
VA | 0.3 |
|
Ted Buchan & Company LLC
✚
|
CA | 0.3 |
|
Prudent Man Investment Management Inc
✚
|
CO | 0.3 |
|
RPS Advisory Solutions LLC
✚
|
KY | 0.3 |