B365INVEST

B365INVEST LLC

CRD 337742

2806 W BITTERS RD SUITE 129, SAN ANTONIO, TX, 78248, United States

Phone

469-833-1220

Fax

—

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Official SEC filing: View on IAPD