Falists
← Back to search

P3 ASSET MANAGEMENT

P3 ASSET MANAGEMENT, LLC

CRD 327327 · SEC 801-128426

Visit website

7195 WAGNER WAY NW, SUITE 104, GIG HARBOR, WA, 98335, United States

Phone

253-470-4977

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$40.3M

Discretionary AUM

$40.3M

Team

3 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles1$40.3M

States served

NY, WA

All web addresses on file

Official SEC filing: View on IAPD