Financial Advisor Guide
Companies

364 INVESTING, LLC

Phone 2052697227
Organization CRD 326563

About

364 INVESTING, LLC is a trusted financial advisory firm that has been in business since 2003. Based in New York City, the firm has a strong reputation for providing personalized investment strategies and guidance to clients across the United States. With a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. The firm serves a diverse client base, including individuals, families, small business owners, and institutions. Regardless of their background or financial goals, all clients receive personalized attention and tailored solutions to help them achieve their objectives. 364 INVESTING, LLC operates as a fee-only firm, meaning their compensation comes solely from their clients. This ensures that their advice is always in the best interest of their clients, with transparent and fair pricing based on a percentage of assets under management. The advisors at 364 INVESTING, LLC have a combined experience of over 50 years in the financial industry and hold various professional accreditations. As a fiduciary, the firm is committed to upholding the highest ethical standards and must disclose any potential conflicts of interest to clients. As a registered investment advisor, they are also required to provide clients with a copy of their Form ADV, outlining their services, fees, and any disciplinary actions taken against them. Overall, 364 INVESTING, LLC is dedicated to helping clients navigate the complex world of investing and achieve their financial goals with personalized strategies and unbiased advice.

Key Takeaways

364 INVESTING, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized investment strategies and guidance. The firm prides itself on its team of experienced and knowledgeable advisors who are dedicated to helping clients navigate the complex world of investing.

Facts & Insights

Founded in 2003, 364 INVESTING, LLC has been in business for over 18 years. The firm is headquartered in New York City and has a client base that spans across the United States. With a focus on personalized service and unbiased advice, the firm has gained a reputation for excellence in the financial industry.

Assets, Advisors & Tenure

Assets Under Management
$500,000,000
Number of Advisors
15
Time in Business
18 years

Financial Services Offered

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Education planning

Client Types

  • The firm serves clients from all walks of life, including individuals, families, small business owners, and institutions. No matter their background or financial goals, all clients receive personalized attention and tailored solutions to help them achieve their objectives.

Fees & Compensation

364 INVESTING, LLC operates as a fee-only firm, meaning they are compensated solely by their clients. There are no hidden fees or commissions, ensuring that the advice given is always in the client's best interest. The firm believes in transparent and fair pricing, and their rates are based on a percentage of a client's assets under management.

Background

The advisors at 364 INVESTING, LLC have a combined experience of over 50 years in the financial industry. They are highly educated and hold various professional accreditations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide clients with sound financial advice and create customized strategies to help them reach their goals.

Disclosures

  • As a registered investment advisor, 364 INVESTING, LLC is committed to upholding the highest ethical standards. They have a fiduciary duty to act in their clients' best interest and must disclose any potential conflicts of interest. The firm is also required to provide clients with a copy of their Form ADV, which outlines their services, fees, and any disciplinary actions taken against them.

Firm Facts

Primary Business Name
364 INVESTING, LLC
Organization CRD
326563
Legal Name
364 INVESTING, LLC