Investment adviser · CRD 119040
SOUTHBRIDGE
Investment adviser filing (IA)
THREE ADVISORS INC.
ATLANTA, GA, United States · Form ADV filed Dec 24, 2019
- Regulatory AUM
- $242M Form ADV · Item 5.F
- Client accounts
- 678 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 27 | $83,136,670 | 34.3% |
| Individuals | 154 | $80,646,203 | 33.3% |
| High-net-worth individuals | 141 | $78,566,501 | 32.4% |
Filing source
Form ADV 1361973 · Dec 24, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 24, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2727 PACES FERRY RD. SE, BUILDING TWO, SUITE 1475ATLANTA, GA, 30339, United States
CRD 119040
Filing source
Form ADV 1361973 · Dec 24, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.