369 FINANCIAL LLC

Overview

369 Financial LLC is a small, privately owned advisory firm serving individual and family clients. The firm operates as a limited liability company and provides financial planning and portfolio management for individuals, small businesses, and for business or institutional clients; its services also include pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, reflecting a hybrid pricing approach rather than reliance on a single revenue model. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives