About

Summarize: About 3SPOKE MANAGEMENT, LLC

3SPOKE MANAGEMENT, LLC is a highly reputable financial advisory firm located in New York City. With a focus on serving high net worth individuals, families, and small businesses, the company offers personalized wealth management services to help clients achieve their financial goals and secure their future. The firm has been in business for over 10 years and currently manages assets worth over $500 million.

Clients of 3SPOKE MANAGEMENT, LLC can expect top-notch financial planning and investment management solutions from a team of 15 experienced advisors. The firm also offers guidance on risk management and insurance, tax planning and preparation, and retirement and estate planning. The firm prides itself on its commitment to client education and transparent communication, earning a reputation for professionalism and integrity in the financial industry.

3SPOKE MANAGEMENT, LLC charges a percentage of assets under management as their fee, and as a registered investment advisor, they are obligated to disclose any potential conflicts of interest or disciplinary actions. With a clean record and a team of certified financial experts, 3SPOKE MANAGEMENT, LLC is dedicated to providing unbiased and objective advice to their diverse clientele.

summary: 3SPOKE MANAGEMENT, LLC is a highly reputable financial advisory firm based in New York City. They provide personalized wealth management services to high net worth individuals, families, and small businesses. With a team of experienced advisors and a commitment to client education, the firm helps clients achieve their financial goals. They also offer services in risk management, tax planning, and retirement and estate planning. As a registered investment advisor, the firm discloses all fees and any potential conflicts of interest to ensure transparency and ethical practices. With a clean record and a team of certified financial experts, 3SPOKE MANAGEMENT, LLC provides unbiased and objective advice to their clients.

Key Takeaways

Provides personalized financial planning services
Offers investment management solutions
Assists with risk management and insurance needs
Provides guidance on tax planning and preparation
Strategizes for retirement and estate planning

Facts & Insights

3SPOKE MANAGEMENT, LLC manages over $500 million in assets and has been in business for over 10 years. The company has a team of 15 advisors who bring a diverse range of expertise to the table. With a strong emphasis on client education and transparent communication, the firm has a reputation for professionalism and integrity in the financial industry.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 15
Time in Business: 10+ years

Financial Services Offered

Personalized financial planning
Investment management
Risk management and insurance
Tax planning and preparation
Retirement and estate planning

Client Types

3SPOKE MANAGEMENT, LLC works with high net worth individuals, families, and small businesses. The firm understands the unique needs and goals of each client and tailors their services accordingly.

Fees & Compensation

3SPOKE MANAGEMENT, LLC charges a percentage of assets under management as their fee. The exact amount may vary depending on the services provided and the size of the client's portfolio. The firm believes in transparent and ethical practices and discloses all fees and potential conflicts of interest to their clients.

Background

The founding partners of 3SPOKE MANAGEMENT, LLC have decades of experience in the financial industry and hold various prestigious certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm has a team of professionals who are dedicated to providing excellent service and staying up-to-date with the latest trends and advances in the financial world.

Disclosures

As a registered investment advisor, 3SPOKE MANAGEMENT, LLC is required to disclose any conflicts of interest or any disciplinary actions taken against them. The firm has a clean record and is committed to providing unbiased and objective advice to their clients.

Firm Facts

Primary Business Name: 3SPOKE MANAGEMENT, LLC
Organization CRD: 308919
Legal Name: 3SPOKE MANAGEMENT, LLC