$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2011
- Office Locations
- 1
Office Locations
-- Snohomish WA
About Dtm3 Corporation
DTM3 Corporation is an independent registered investment adviser serving private clients with estate, trust and comprehensive financial planning. The firm designs, implements and manages plans and can engage consultatively or on an asset-/fee-based basis. Not a broker-dealer, DTM3 emphasizes unbiased advice and coordinates third-party resources, monitoring strategic partners and deliverables on clients’ behalf.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$312.1K AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Upgrade to reveal position-level detail across quantum frontier.
Open the full profile to inspect shifts in momentum north.
Upgrade to reveal position-level detail across wave ember.
Request access to benchmark trends tied to fusion glacier.
Open the full profile to inspect shifts in timber summit.
See the complete signal summary connected to value.
Unlock to see real insight on legacy focus.
Unlock to compare peer behavior around catalyst element.
Services
Beacon
Owner & Executives
D
DAVID ANDREW HARRY
Managing Director, President
- CRD
- #5496954
- Ownership
- 75% or more
(656) 323-5542
value.focus@insightcapital.com
in linkedin.com/in/vector-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,352,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,352,824 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $19,352,824
Public Funds:
67.3% Cash:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,379,655,990 | 67.3% |
| Cash | $670,352,910 | 32.7% |
| Total | $2,050,008,900 | 100.0% |