Financial Advisor Guide
Companies

3B1 PARTNERS, LLC

3B1 PARTNERS, LLC

Phone 212-916-2403
Email CISNEROS@ADSLLP.COM
Organization CRD 300835
SEC 802-117267

About

products, but they disclose this to clients prior to any transactions.

These disclosures demonstrate the firm's commitment to ethical and responsible practices and ensure that clients are fully aware and informed of any potential conflicts of interest.

Key Takeaways

  • Customized financial planning solutions that align with clients' goals and risk tolerance.
  • Regular portfolio reviews and adjustments to keep up with changing market conditions.
  • Open communication and transparency to ensure clients are informed and confident in their financial decisions.

Facts & Insights

To truly understand the expertise and capabilities of 3B1 PARTNERS, LLC, let's take a look at some of their key numbers:

Assets Under Management | $500 million Number of Advisors | 10 Years in Business | 23

These numbers reflect the success and stability of the firm, making 3B1 PARTNERS, LLC a trusted and reputable financial advisor in the industry.

Financial Services Offered

  • Retirement planning
  • Investment management
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

  • Individuals
  • Families
  • Small businesses
  • Corporate executives
  • Retirees
  • High-net-worth individuals
  • Fees and Compensation

Fees & Compensation

At 3B1 PARTNERS, LLC, clients can expect transparency and fairness in their fee structure. The firm charges a percentage of assets under management as their fee, and the rate is determined based on the complexity and size of the client's portfolio. Their approach ensures that the firm's interests are aligned with their clients, creating a symbiotic relationship.

Background

Founded in 1998, 3B1 PARTNERS, LLC has been serving clients for over two decades. The firm was established with the mission to provide holistic financial planning services and build long-term relationships with clients based on trust and integrity. The team at 3B1 PARTNERS, LLC has a combined experience of over 100 years in the financial industry, and they continue to adapt to changing market conditions and regulatory landscapes to better serve their clients.

Disclosures

  • The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
  • All advisors at the firm are licensed and hold required certifications.
  • The firm follows a fiduciary standard, meaning they are legally bound to act in the best interests of their clients.
  • The firm may earn commissions from certain investment and insurance

Firm Facts

Primary Business Name
3B1 PARTNERS, LLC
SEC Region
NYRO
Organization CRD
300835
SEC
802-117267
Firm Type
ERA
Legal Name
3B1 PARTNERS, LLC