345 Investment Advisory, LLC

Overview

345 Investment Advisory, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm is SEC‑registered (registration year shown as 2026) and serves mainly individuals and families on a percentage‑of‑AUM fee model. Its advisory mandate focuses on portfolio management for individuals and small businesses, and it also provides portfolio management services to business and institutional clients. The firm does not identify as an active ESG investor, is not classified as a capital allocator, and is not designated as a pension consultant or related adviser.

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