P3 Financial Management, LLC
RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$347K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 129497
- Custodians
- TD AMERITRADE, INC., THE VANGUARD GROUP, INC.
- Fee structure
- Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
P3 Financial Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning and portfolio management services for individuals and small businesses and bills clients on an hourly basis. It is not positioned as a capital allocator or a pension consultant, does not identify as an active ESG investor, and does not operate as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds53%
- Exchange Traded Equities27%
- Cash & Cash Equivalents20%
Contacts
1 of 1Christopher Schembri
Managing MemberCRD 2814715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations