P3 Asset Management
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Overview
P3 Asset Management is located at 7195 Wagner Way Nw, Gig Harbor, WA. The firm employs 7 financial advisors to manage client portfolios and provide financial guidance. P3 Asset Management is not a registered broker-dealer.
P3 Asset Management offers services including portfolio management for pooled investment vehicles and the selection of other advisers. The firm operates on an asset-based fee structure.
P3 Asset Management is registered in the states of New York and Washington.
Number of Advisors
Disclosures
Office Location
P3 Asset Management by the Numbers
7
Products and Services
Services offered by P3 Asset Management can include portfolio management for pooled investment vehicles and selection of other advisers. Notably, P3 Asset Management did not provide any of its clients with financial planning services in the previous financial year. The Company does not sell products or offer services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on the type of services provided. Fees billed by P3 Asset Management typically consist of the following fee structure: asset-based.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
P3 Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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