Bank / Wealth / TrustRIA · CRD 160356SEC-Registered

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3 Factor Indexing

3Factor applies a disciplined investing approach to grow client wealth. The approach relies on passive investing through indexing, personal guidance from years...

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3 Factor Indexing

3Factor applies a disciplined investing approach to grow client wealth. The approach relies on passive investing through indexing, personal guidance from years of managing High Net-Worth family portfolios, and tax optimization. Personal and algorithmic solutions are delivered at low fees. Portfolios are uniquely tailored using liquid, low-fee passive funds and ETFs, with stocks for growth and fixed income for stability.

General information

Firm type

Wealth Manager

Year founded

2017

Location

Region

North America

Country

United States

City

Woodside

Corporate office

Woodside, United States

Frequently asked questions

What is 3 Factor Indexing?

3 Factor Indexing is a wealth manager headquartered in Woodside, United States.

When was 3 Factor Indexing founded?

3 Factor Indexing was founded in 2017.

Where is 3 Factor Indexing headquartered?

3 Factor Indexing is headquartered in Woodside, United States, in the North America region.

What does Altss track for 3 Factor Indexing?

Altss maintains an OSINT-verified profile of 3 Factor Indexing covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is 3 Factor Indexing's website?

3 Factor Indexing's public website is www.3factorindexing.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is 3 Factor Indexing?

3 Factor Indexing is classified by Altss as a Wealth Manager, operating from United States within the North America region.

How does Altss source intelligence on 3 Factor Indexing?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was 3 Factor Indexing's Altss profile last updated?

3 Factor Indexing's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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