RIA Intelligence

3D ASSET MANAGEMENT, INC.

CRD #139595 SEC #801-68413 HARTFORD, CT 860-291-1998
SEC Registered
Total AUM
$603M
Discretionary
$603M
Employees
15
Clients
0
Accounts
1,838

AUM Over Time

DateAug 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees15
Clients0
DateMay 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$532.9M
Discretionary$532.9M
Non-Disc.$0
Employees16
Clients0
DateDec 2018
Total AUM$577.1M
Discretionary$577.1M
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$577.1M
Discretionary$577.1M
Non-Disc.$0
Employees15
Clients0
DateDec 2017
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees16
Clients0
DateSep 2017
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees16
Clients900
DateMar 2017
Total AUM$489.9M
Discretionary$489.9M
Non-Disc.$0
Employees16
Clients900
DateJul 2016
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees19
Clients800
DateMay 2016
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees17
Clients800
DateMar 2016
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees17
Clients800
DateJun 2015
Total AUM$469.3M
Discretionary$469.3M
Non-Disc.$0
Employees19
Clients800
DateMay 2015
Total AUM$469.3M
Discretionary$469.3M
Non-Disc.$0
Employees19
Clients800
DateApr 2015
Total AUM$469.3M
Discretionary$469.3M
Non-Disc.$0
Employees19
Clients800
DateMar 2015
Total AUM$469.3M
Discretionary$469.3M
Non-Disc.$0
Employees19
Clients800
DateMar 2015
Total AUM$469.3M
Discretionary$469.3M
Non-Disc.$0
Employees19
Clients800
DateSep 2014
Total AUM$478.9M
Discretionary$478.9M
Non-Disc.$0
Employees15
Clients1,000
DateMar 2014
Total AUM$461.8M
Discretionary$461.8M
Non-Disc.$0
Employees15
Clients1,000
DateJun 2013
Total AUM$389.9M
Discretionary$389.9M
Non-Disc.$0
Employees10
Clients800
DateJun 2013
Total AUM$389.9M
Discretionary$389.9M
Non-Disc.$0
Employees10
Clients800
DateMar 2013
Total AUM$389.9M
Discretionary$389.9M
Non-Disc.$0
Employees10
Clients800
DateDec 2012
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees10
Clients700
DateMar 2012
Total AUM$330.8M
Discretionary$330.8M
Non-Disc.$0
Employees6
Clients700
DateJun 2011
Total AUM$356.6M
Discretionary$356.6M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$336.2M
Discretionary$336.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$336.2M
Discretionary$336.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$255.7M
Discretionary$255.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$255.7M
Discretionary$255.7M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$255.7M
Discretionary$255.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$255.7M
Discretionary$255.7M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$142.4M
Discretionary$138.3M
Non-Disc.$4M
Employees10
Clients--
DateMar 2008
Total AUM$56.4M
Discretionary$48.5M
Non-Disc.$7.9M
Employees10
Clients--
DateDec 2007
Total AUM$37.4M
Discretionary$30.2M
Non-Disc.$7.2M
Employees5
Clients--
DateNov 2007
Total AUM$37.4M
Discretionary$30.2M
Non-Disc.$7.2M
Employees5
Clients--
DateOct 2007
Total AUM$37.4M
Discretionary$30.2M
Non-Disc.$7.2M
Employees5
Clients--
DateSep 2007
Total AUM$37.4M
Discretionary$30.2M
Non-Disc.$7.2M
Employees5
Clients--
DateSep 2007
Total AUM$37.4M
Discretionary$30.2M
Non-Disc.$7.2M
Employees5
Clients--
DateJan 2007
Total AUM$17.3M
Discretionary$17.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--