369 Financial LLC
369 Financial LLC (CRD# 307530) is a financial advisory firm headquartered in Jacksonville, FL. They manage $7,699,759 in 96 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts96ACCOUNTS
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Average Account Value$80,206
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, MD
Financial Advisors at 369 Financial LLC
1
Joshua Krafchick (CRD# 6160475) is an Investment Advisor Representative working at 369 Financial LLC in Jacksonville, FL and has over 10 years of experience in the finance industry.
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