3d Asset Management, Inc.

3d Asset Management, Inc. (CRD# 139595) is a financial advisory firm headquartered in Hartford, CT. They manage $459,321,476 in 1,101 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    459
    MILLION
  • Total Number of Accounts
    1,101
    ACCOUNTS
  • Average Account Value
    $417,186
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at 3d Asset Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Thomas W. Bodine
CRD#: 860255
300 West Main Street, Bldg. B, Northborough, MA 01532
96
Wealthminder
score

Thomas Bodine (CRD# 860255) is an Investment Advisor Representative working at 3d Asset Management, Inc. in Northborough, MA and has over 11 years of experience in the finance industry.

2
Michael A. Tompkins
CRD#: 448003
300 West Main Street, Bldg. B, Northborough, MA 01532
96
Wealthminder
score

Michael Tompkins (CRD# 448003) is an Investment Advisor Representative working at 3d Asset Management, Inc. in Northborough, MA and has over 18 years of experience in the finance industry.

3
Keith K. Lindberg
CRD#: 1740902
Cranbury, NJ
93
Wealthminder
score

Keith Lindberg (CRD# 1740902) is an Investment Advisor Representative working at 3d Asset Management, Inc. in Cranbury, NJ and has over 29 years of experience in the finance industry.

4
Thomas P. O'connor
CRD#: 5817467
100 Constitution Plaza, Suite 700, Hartford, CT 06103
93
Wealthminder
score

Thomas O'connor (CRD# 5817467) is an Investment Advisor Representative working at 3d Asset Management, Inc. in Hartford, CT and has over 6 years of experience in the finance industry.

5
Brian E. Hawley
CRD#: 3105682
300 West Main Street, Bldg. B, Northborough, MA 01532
90
Wealthminder
score

Brian Hawley (CRD# 3105682) is an Investment Advisor Representative working at 3d Asset Management, Inc. in Northborough, MA and has 1 year of experience in the finance industry.

6
Scott K. Hawley
CRD#: 6623466
300 West Main Street, Bldg. B, Northborough, MA 01532
90
Wealthminder
score

Scott Hawley (CRD# 6623466) is an Investment Advisor Representative working at 3d Asset Management, Inc. in Northborough, MA and has 1 year of experience in the finance industry.

7
Benjamin M. Lavine
CRD#: 6598608
111 Founders Plaza, Suite 1707, East Hartford, CT 06108
90
Wealthminder
score

Benjamin Lavine (CRD# 6598608) is an Investment Advisor Representative working at 3d Asset Management, Inc. in East Hartford, CT and has 1 year of experience in the finance industry.

8
Jeffrey A. Lovanio
CRD#: 4075966
111 Founders Plaza, Suite 1707, East Hartford, CT 06108
90
Wealthminder
score

Jeffrey Lovanio (CRD# 4075966) is an Investment Advisor Representative working at 3d Asset Management, Inc. in East Hartford, CT and has over 16 years of experience in the finance industry.

9
Matthew D. Shute
CRD#: 6580698
111 Founders Plaza, Suite 1707, East Hartford, CT 06108
87
Wealthminder
score

Matthew Shute (CRD# 6580698) is an Investment Advisor Representative working at 3d Asset Management, Inc. in East Hartford, CT and has 1 year of experience in the finance industry.

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