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f3Architect

Putting power back in Advisors' hands.

Your choice, your control.

No matter how you choose to work with us,  we provide a high level of service.

 

Engage with f3Logic in three ways:

1/ Fully utilize Adhesion with f3Link

We offer concierge level support for RIA firms that would like to use Adhesion but don’t qualify due to AUM restrictions. From project planning to billing administration, we make usingAdhesion worry free.

2/ Invested Advisor Representative (IAR)

We welcome those who wish to join f3Logic as a tuck-in with your own DBA or as employee. We customize your business platform with a full suite of coaching, compliance, technology and even co-fiduciary services.

3/ Registered Investment Advisor (RIA)

We help you achieve true independence. We equip your team with the cutting-edge technology and specialized skills you need to attain unparalleled client satisfaction with complete control over your investment strategies and growth initiatives.

f3Architect

The Power of Simplicity

f3Logic allows advisors to focus on their core business by providing firms with experience-driven back and middle-office support structures. We offer the only comprehensive solution for launching, operating and growing every aspect of your advisory business.

Maintain control while acquiring all the professional resources you need, in one place.

f3Architect

Technology Suite

CRM System

Custody & Clearing

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Form Filler

Document Management

Portfolio Accounting

Financial Planning Software

Risk-Analysis Software

Advisor Fee Tracking

f3Architect

Our Services

  • Technology

    f3Logic provides research, diligence, setup, provisioning, training, and administration of key technology systems.

  • Operations

    f3Logic delivers Operational Support and Outsourcing.

  • Compliance

    f3Logic assists with Compliance Support.

  • Coaching/Consulting

    f3Logic is proud to offer Practice Management Coaching and Consulting.

  • Investment Management

    Powered by f3Investment Management.

Download the f3Architect Information Deck
 

f3Logic, LLC. | 2021

11980 Portland Avenue South, Burnsville, MN 55337

 

f3info@f3logicllc.com

Check the background of investment professionals on FINRA's BrokerCheck.


Investment Adviser Representatives offering advisory services through f3Logic, a registered investment adviser. Securities offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. f3Logic, LLC and IFG are unaffiliated entities.


Licensed to sell securities in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, MD, ME, MA, MI, MN, MO, NE, NH, NY, NC, ND, NV, NM, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY, and WV. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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