Ashley E. Koed

3EDGE ASSET MANAGEMENT, LP

Boston, MA 02110

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CRD#: 4915070

Professional summary

Ashley E Koed is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Boston, Massachusetts.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ashley has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley E Koed's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 25, 2016 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 225 Franklin Street 26th Floor, Boston, MA 02110

RIA

CRD#: 282059

Boston, MA

Past

September 23, 2013 - December 9, 2016

RINET COMPANY, LLC

RIA

CRD#: 106979

BOSTON, MA

Past

November 10, 2010 - August 13, 2013

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 155138

BOSTON, MA

Past

September 8, 2009 - November 18, 2010

WINDWARD INVESTMENT MANAGEMENT INC

RIA

CRD#: 109405

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/25/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2009

Uniform Investment Adviser Law Examination

Current Firm

3EDGE ASSET MANAGEMENT, LP

3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA

Registered Investment Advisory firm - (12/28/2015 Approved)

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Contact information

Main Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Mailing Address

Phone number

(844) 903-3343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,211
AUM (Assets Under Management)	$ 1,663,823,851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ashley E. Koed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley E Koed's CRS (Customer Relationship Summary).

Certified licenses

Experience

3EDGE ASSET MANAGEMENT, LP

RINET COMPANY, LLC

WINDHAVEN INVESTMENT MANAGEMENT, INC.

WINDWARD INVESTMENT MANAGEMENT INC

Primary Firm SEC Registration

3EDGE ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2009

Current Firm

3EDGE ASSET MANAGEMENT, LP

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

3EDGE ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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