Overview
Assets Under Management: $843 million
Headquarters: BURNSVILLE, MN
High-Net-Worth Clients: 84
Average Client Assets: $1.4 million
Frequently Asked Questions
F3LOGIC, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289863), F3LOGIC, LLC is subject to fiduciary duty under federal law.
F3LOGIC, LLC is headquartered in BURNSVILLE, MN.
F3LOGIC, LLC serves 84 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, F3LOGIC, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
F3LOGIC, LLC manages $843 million in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, F3LOGIC, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.19%
Average Client Assets: $1.4 million
Total Client Accounts: 4,092
Discretionary Accounts: 4,092
Regulatory Filings
CRD Number: 289863
Filing ID: 1732181
Last Filing Date: 2023-03-29 14:38:00