I3
Financial Services
Lexington, South Carolina, United States
26 employees
- Employees
- 26
- Contacts
- 4
- Emails
- 4
- Phones
- 1
I3 Overview
- Headquarters
- Lexington, South Carolina, United States
- Phone Number
- Available in AeroLeads
- Website
- i3resources.com
- Industry
- Financial Services
- Employees
- 26
- Founded
- 2007
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
Family Office
Capital Allocation
Investor Due Diligence
Family CFO Services
Risk and Portfolio Management
Valuation Research
Property and Asset Management
Real Estate Accounting Services
Real Estate Market and Investment Research
Real Estate Location and Development Mapping
Private Asset Management
Family Governance
About I3
i3,LLC is a boutique Private Asset Management Family Office. We provide high net worth families, closely-held companies and private institutions access to relevant information, the infrastructure to acquire and manage assets, and investment options that allow the preservation and continued re-investment of capital.
I3 Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
I3 Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Allison M. Winkler | Ceo/coo/strategist | Beverly Hills, California, United States |
Email
|
| Blaine Schultz | Bachelor of Arts - History | San Angelo, Texas, United States |
Email
Phone
|
| Tina Bozeman | Business Specialist at I3 | Huntsville, Alabama, United States |
Email
|
| Kevin Heaton, Family CFO | Family CFO - Private Asset Management | Lexington, South Carolina, United States |
Email
|
Employees by Management Level
Executive
4 profiles
Individual contributor
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
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