Eric Matthew Sontag
PresidentFi3 Financial Advisors, LLCCRD 6011088
About Eric Matthew Sontag
Eric Matthew Sontag is listed as President at Fi3 Financial Advisors, LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of Under 5%. Eric Matthew Sontag is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Fi3 Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Eric Matthew Sontag work?
Eric Matthew Sontag is listed as President at Fi3 Financial Advisors, LLC on SEC Form ADV.
How much of Fi3 Financial Advisors, LLC does Eric Matthew Sontag own?
Form ADV reports a beneficial ownership band of Under 5%.
Fi3 Financial Advisors, LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Wealthspire Advisors LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2011 |
Gm Advisory Group, LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Roundangle Advisors LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Marin Financial Advisors LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |