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G3 Capital, LLC

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website g3capitalwealth.com
Client types

Overview

G3 Capital, LLC is a specialized real estate wealth management and tax planning firm based in Southern California. Unlike traditional investment firms that manage assets directly, G3 Capital acts as an allocator and strategist for high-net-worth property owners and retirees. They focus on bridging the gap between a client's CPA and financial advisor by providing sophisticated tax-deferral strategies, such as 1031 exchanges into Delaware Statutory Trusts (DSTs). Their mission is to help "active landlords" transition into "passive investors" while minimizing capital gains tax exposure.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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