|
gptkbp:instance_of
|
gptkb:Company
|
|
gptkbp:awards
|
Client A
Client B
Client C
|
|
gptkbp:client
|
gptkb:Individuals
Businesses
90%+
|
|
gptkbp:employees
|
50-100
|
|
gptkbp:focuses_on
|
Tax Efficiency
Wealth Preservation
Investment Growth
|
|
gptkbp:founded
|
gptkb:2010
|
|
gptkbp:growth_rate
|
15% annually
|
|
gptkbp:has_awards
|
Best Wealth Management Firm 2022
Top Financial Advisors 2021
|
|
gptkbp:has_social_media
|
gptkb:Linked_In
gptkb:Twitter_account
|
|
gptkbp:has_website
|
www.b3wealthmanagement.com
|
|
gptkbp:headquartered_in
|
gptkb:New_York
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
B3 Wealth Management
|
|
gptkbp:industry
|
Top 100 Wealth Management Firms
|
|
gptkbp:is_a_resource_for
|
gptkb:Workshops
Webinars
Newsletters
|
|
gptkbp:is_active_in
|
Community Service
Charitable Contributions
Financial Literacy Programs
|
|
gptkbp:located_in
|
gptkb:United_States
|
|
gptkbp:mission
|
To provide personalized financial solutions.
|
|
gptkbp:number_of_cores
|
gptkb:patent
Integrity
Teamwork
Excellence
Client Focus
|
|
gptkbp:partnerships
|
gptkb:Educational_Institution
Tax Professionals
Legal Advisors
|
|
gptkbp:products
|
Mutual Funds
Retirement Accounts
Insurance Products
|
|
gptkbp:registration
|
gptkb:SEC
|
|
gptkbp:regulatory_compliance
|
gptkb:Anti-Money_Laundering
gptkb:software
Fiduciary Duty
|
|
gptkbp:services
|
Financial Planning
Investment Advisory
|
|
gptkbp:supports
|
Free Initial Consultation
|
|
gptkbp:sustainability
|
gptkb:Community_Center
Paperless Operations
Eco-Friendly Office
|
|
gptkbp:technology
|
gptkb:financial_services_company
Investment Analysis Tools
Client Management System
|
|
gptkbp:vision
|
To be a trusted partner in financial success.
|
|
gptkbp:bfsParent
|
gptkb:B3_Asset_Management
|
|
gptkbp:bfsLayer
|
5
|