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Robert Edwin Phillips

3edge Asset Management, LP

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About Robert Edwin Phillips

Robert Edwin Phillips is an investment advisor representative registered with 3edge Asset Management, LP. Robert has been with the firm since October 2015. Robert is registered with the state of Massachusetts and holds the Series 65 and Series 3 licenses. Robert's experience in the financial services industry dates back to 2012 when he worked as a financial advisor at Turnright Advice Solutions, Inc. in Cambridge, Massachusetts. Robert is also the President and Owner of RE Phillips Systems, Inc. a technology consulting firm. Robert has provided technology consulting services to a variety of organizations including HBX. Robert has also provided technology consulting services to 3edge Asset Management, LP. Robert is a specialist in the financial planning and investment management areas and provides portfolio management services to individuals and businesses.

Firm Information

Robert Phillips is currently registered with 3edge Asset Management, LP. 3edge Asset Management, LP is an investment advisor registered with the SEC and based in Naples, Florida. The firm primarily provides financial planning, portfolio management for individuals and businesses, and investment models to unaffiliated advisors. 3edge manages approximately $1.33 billion in assets for 2,216 client accounts, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
3edge Asset Management, LP

999 VANDERBILT BEACH ROAD

NAPLES, FL 34108

$1.33B

Assets Under Management

12

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide investment models to unaffiliated advisors

Provide investment models to unaffiliated advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Phillips’s Registration & Firm History

MA

01/20/2016 - Present

3edge Asset Management, LP (Boston MA)

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Licenses & Designations

IA

Issued 12/31/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2019

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Edwin Phillips.
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