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369 FINANCIAL LLC
CRD 307530
9428 BAYMEADOWS RD, SUITE 502, JACKSONVILLE, FL, 32256, United States
Phone
9047469485
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.3M
Discretionary AUM
$12.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 69 | $12.3M |
All web addresses on file
Official SEC filing: View on IAPD