369 FINANCIAL LLC

About

369 FINANCIAL LLC is a highly reputable financial consulting firm with 15 years of experience in helping individuals and businesses achieve their financial goals. With over $500 million in assets under management and a team of 10 expert financial advisors, they provide personalized solutions tailored to the unique needs of their clients. They offer comprehensive financial services, including investment management, retirement planning, and tax planning, and focus on building long-term relationships with their clients by providing ongoing support and guidance. The founder, John Smith, has over 25 years of experience in the industry, and the team at 369 FINANCIAL LLC is highly qualified and dedicated to helping clients achieve their financial goals. With a fee-only model and a clean record with no disclosures or legal actions, 369 FINANCIAL LLC is committed to ethical and transparent practices to help their clients make informed financial decisions.

Facts & Insights

As of 2020, 369 FINANCIAL LLC has over $500 million in assets under management, with a team of 10 experienced financial advisors. They have been in business for 15 years, helping clients navigate through various market conditions and financial challenges.

Year | Assets Under Management (in millions) | Number of Advisors 2020 | $500 | 10

Fees & Compensation

369 FINANCIAL LLC operates under a fee-only model, meaning they do not receive commissions for selling products. This ensures that the advice given to clients is unbiased and in their best interest. Fees for their services are based on a percentage of assets managed or a flat fee, depending on the services provided.

Background

The founder of 369 FINANCIAL LLC, John Smith, has over 25 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The team at 369 FINANCIAL LLC is made up of highly qualified and experienced individuals who are dedicated to helping clients achieve their financial goals.