369 FINANCIAL LLC

369 FINANCIAL LLC of JACKSONVILLE, FL is an SEC-registered investment adviser (CRD 307530). Regulatory assets under management: $12.3M.

Registration

• CRD: 307530
• Type: Registered investment adviser
• Location: 9428 BAYMEADOWS RD, JACKSONVILLE, FL, 32256
• Phone: 9047469485
• Latest filing: 2026-08-05
• Regulatory AUM: $12.3M
• Discretionary AUM: $12.3M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search