B365INVEST

B365INVEST of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 337742).

Registration

• CRD: 337742
• Type: Registered investment adviser
• Location: 2806 W BITTERS RD SUITE 129, SAN ANTONIO, TX, 78248
• Phone: 469-833-1220
• Latest filing: 2026-08-05
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search