364 Investing, LLC

RIASEC Registered
Total AUM
$2.2M
Discretionary
$2.2M
100% of AUM
Avg account
$25.9K
Accounts
83
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
326563
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals99.86%
  • HNWI0.14%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

364 Investing, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker. The firm’s fee arrangements are flexible and include assets-under-management fees, hourly and fixed fees, and performance-based fees. The ADV does not list an SEC registration year, and the firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, US Government Bonds 10%, Cash & Cash Equivalents 10%80%
  • Exchange Traded Equities80%
  • US Government Bonds10%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Clayton Dodd

    Clayton Dodd

    Owner, Chief Compliance OfficerCRD 7727174

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth