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3 FACTOR INDEXING, LLC
CRD 160356 · SEC 801-110926
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.2M
Discretionary AUM
$190.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.5M |
| High net worth individuals | 40 | $189.7M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD