Third Street Advisors, LLC

SEC-regulated
Registered investment advisor
Third Street Advisors, LLC is a Registered Investment Adviser based in Geneva, Illinois, providing investment advisory services since 2001. The firm is wholly owned by Alpha Dog Advisors, Inc. They offer discretionary and non-discretionary portfolio management services, requiring discretionary authority to manage accounts. The firm formulates investment strategies based on individual objectives and risk tolerance. Fees for portfolio management are based on a percentage of assets managed, with fees billed quarterly in advance. Third Street Advisors may recommend a wide range of investments, including individual stocks, bonds, mutual funds, and ETFs. The firm does not accept performance-based fees or engage in side-by-side management. They serve various clients, including individuals, trusts, and corporations, without a minimum account size requirement. Investment strategies include long-term and short-term purchases tailored to client needs. The firm emphasizes tax efficiency and client-specific risk management. Third Street Advisors does not have any reportable disciplinary information and exercises limited custody over client funds. Clients have the option to grant discretionary authority over their accounts and may specify investment objectives and guidelines. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. For more details, visit www.adviserinfo.sec.gov using the IARD/CRD number 113212.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting