3a Financial Group LLC

3a Financial Group LLC (CRD# 156512) is a financial advisory firm headquartered in , . They manage $18,156,465 in 89 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $204,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MI, NC

Financial Advisors at 3a Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adwowa F. Afenyi-Annan
CRD#: 4592855
Huntersville, NC

Adwowa Afenyi-Annan (CRD# 4592855) is an Investment Advisor Representative working at 3a Financial Group LLC in Huntersville, NC and has over 21 years of experience in the finance industry.

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