3 Dimensional Wealth Advisory
Multi family office in Locust Valley, United States, founded 1875.
Identity
- HEADQUARTERS
- Locust Valley, United States
- OFFICES
- Laurel Hollow, NY, United States
- FOUNDED
- 1875
Overview
Headquartered in Locust Valley, United States, the firm is listed as a multi family office founded in 1875. Other offices: Laurel Hollow, NY, United States; 2 people are named on its team.
People
- Monroe M. Diefendorf Jr.Founder / CEO · source
- Monroe M. Diefendorf IIIPresident · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
3 Dimensional Wealth Advisory is a multi family office based in Locust Valley, the United States, founded in 1875.
3 Dimensional Wealth Advisory does not publicly state whether it invests directly or through funds.
Key people at 3 Dimensional Wealth Advisory include Monroe M. Diefendorf Jr. (Founder / CEO) and Monroe M. Diefendorf III (President).