3:23 FINANCIAL SERVICES LLC

3:23 FINANCIAL SERVICES LLC of RICHARDSON, TX is an SEC-registered investment adviser (CRD 336102). Regulatory assets under management: $1.5M.

Registration

• CRD: 336102
• Type: Registered investment adviser
• Location: 2083 COLLINS BLVD, RICHARDSON, TX, 75080
• Phone: 214-499-2479
• Latest filing: 2026-01-30
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.4M
• Non-discretionary AUM: $103K
• Clients: 1
• Accounts: 18

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336102 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search