Overview
Assets Under Management: $96 million
Headquarters: GENEVA, IL
High-Net-Worth Clients: 39
Average Client Assets: $1.9 million
Frequently Asked Questions
THIRD STREET ADVISORS, 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 #113212), THIRD STREET ADVISORS, LLC is subject to fiduciary duty under federal law.
THIRD STREET ADVISORS, LLC is headquartered in GENEVA, IL.
THIRD STREET ADVISORS, LLC serves 39 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, THIRD STREET ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
THIRD STREET ADVISORS, LLC manages $96 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, THIRD STREET ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.78%
Average Client Assets: $1.9 million
Total Client Accounts: 245
Discretionary Accounts: 173
Non-Discretionary Accounts: 72
Regulatory Filings
CRD Number: 113212
Filing ID: 1832076
Last Filing Date: 2024-03-20 10:59:00