3d Advisor Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 342109
- Registered since
- May 15, 2026
- Website
- www.3dadvisorgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals79.8%
- HNWI18.91%
- Corporations / Businesses1.07%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
3d Advisor Group, Inc. is an independent registered investment adviser that began its SEC registration in 2026. The firm is owned by an individual and focuses on serving individual and family clients through advice billed as a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm does not identify as an active ESG investor, and it is not positioned as a capital allocator that sponsors or operates private investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Daniel Snyder
Owner, Vice PresidentCRD 5345042
Scott Hawley
Owner, PresidentCRD 6623466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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