Overview
Assets Under Management: $125 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 50
Average Client Assets: $2.4 million
Frequently Asked Questions
R3 RETURNS, 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 #163138), R3 RETURNS, LLC is subject to fiduciary duty under federal law.
R3 RETURNS, LLC is headquartered in BOULDER, CO.
R3 RETURNS, LLC serves 50 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, R3 RETURNS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
R3 RETURNS, LLC manages $125 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, R3 RETURNS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.93%
Average Client Assets: $2.4 million
Total Client Accounts: 89
Discretionary Accounts: 89
Regulatory Filings
CRD Number: 163138
Filing ID: 1178744
Last Filing Date: 2018-03-29 16:30:00