369 Financial LLC

Overview

369 Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management across household and small-business relationships as well as advisory work for businesses or institutions. It also provides pension consulting services. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator or a related adviser. Service scope and client base are concentrated on private clients rather than institutional or family-office-only mandates.

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Public Holdings

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Location & Offices