3
CRD: 329948
3RD Level Analytics
Chadds Ford, PA
6102473226
$4.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Etrade · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-21-2024
- Office Locations
- 1
Office Locations
-- Chadds Ford PA
About 3RD Level Analytics
3RD Level Analytics is a Chadds Ford-based RIA. The firm has been operating for 2 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Etrade. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$720.7K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Unison crest Capital
Investment Themes
Pathway vital Foundation meridian Summit
Investment Vehicles
Optima radial
Services
Ember prime Timber Signal catalyst Value Vector ridge Foundation vector
Owner & Executives
R
ROBERT ALEXANDER PELOSO
Chief Compliance Officer
- CRD
- #6222188
- Ownership
- 75% or more
(543) 481-4364
ember.harbor@frontiercapital.com
in linkedin.com/in/unison-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,324,000 | -- |
| Total | $4,324,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,324,000
Public Funds:
32.0% Equity - Exchange:
68.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,103,066,122 | 32.0% |
| Equity - Exchange | $4,469,015,510 | 68.0% |
| Total | $6,572,081,632 | 100.0% |