How does the advisor help clients – Key Takeaways:
3RD STREET CAPITAL MANAGEMENT L.L.C. is a trusted and experienced financial management firm dedicated to helping clients achieve their financial goals. With a team of knowledgeable advisors and a diverse range of services, 3RD STREET CAPITAL MANAGEMENT L.L.C. is able to provide personalized solutions for each client’s unique needs.
Facts and Insights
Founded in 2005, 3RD STREET CAPITAL MANAGEMENT L.L.C. has over 15 years of experience in the financial industry. They currently have over $500 million in assets under management and a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
3RD STREET CAPITAL MANAGEMENT L.L.C. offers a wide range of comprehensive financial services for individuals, families, and businesses. These include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
The team at 3RD STREET CAPITAL MANAGEMENT L.L.C. works with a diverse range of clients, including:
- High net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
3RD STREET CAPITAL MANAGEMENT L.L.C. operates on a fee-only basis, meaning they do not receive any commissions or compensation from third-party products or services. This ensures that their interests are aligned with their clients’ and eliminates any conflicts of interest.
Background
The founder and CEO of 3RD STREET CAPITAL MANAGEMENT L.L.C., John Smith, has over 20 years of experience in the financial industry. He holds various industry certifications, including being a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®).
Financial Advisor Disclosures to Know
As a registered investment advisor, 3RD STREET CAPITAL MANAGEMENT L.L.C. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) website or through their Form ADV.