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THREE BEARINGS FIDUCIARY ADVISORS, INC.
CRD 283926 · SEC 801-108079
380 LAFAYETTE ROAD UNIT D, HAMPTON, NH, 03842, United States
Phone
603-926-1775
Fax
603-926-1249
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$350.7M
Discretionary AUM
$333.0M
Team
4 total employees; 2 advisory reps; 24 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO SERVICES FOR MUNICIPALITIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $20.9M |
| High net worth individuals | 73 | $183.2M |
| Charitable organizations | 2 | $558K |
| State/municipal entities | 40 | $146.1M |
States served
ME, MA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD