3i Wealth Management LLC

3i Wealth Management LLC (CRD# 310590) is a financial advisory firm headquartered in , . They manage $6,789,586 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.3iwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $89,337
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at 3i Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gene Tortorello, financial advisor Livingston NJ
Gene A. Tortorello
CRD#: 7294549
Livingston, NJ

Gene Tortorello (CRD# 7294549) is an Investment Advisor Representative working at 3i Wealth Management LLC in Livingston, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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