Iii Financial, LLC

Iii Financial, LLC (CRD# 159844) is a financial advisory firm headquartered in Cedar Park, TX. They manage $31,230,000 in 95 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1320 Arrow Point Drive, Suite 501 #tw74, Cedar Park, TX 78613
https://www.iiifinancial.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $328,737
Compensation Options
  • 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.

TX

Financial Advisors at Iii Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Elliott Weir, financial advisor Cedar Park TX
Elliott H. Weir
CRD#: 4712824
Cedar Park, TX

Elliott Weir (CRD# 4712824) is an Investment Advisor Representative working at Iii Financial, LLC in Cedar Park, TX and has over 19 years 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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