3
$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge bridgeQuantum frontier +more
- Established Date
- 06-09-2023
- Office Locations
- 1
Office Locations
-- Northport AL
About 364 Investing, LLC
364 Investing, LLC is a Northport, Alabama RIA providing investment and financial planning services, including portfolio construction, retirement planning, and insurance and business-succession planning. The firm primarily implements client portfolios with ETFs, complemented by cash, select equities, and limited U.S. government/agency exposure. Custody is through Charles Schwab.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$25.9K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Accredited Investors
Pathway
Asset Classes
Harbor atlas
Custodian
Bridge harbor
Investment Themes
Alpha
Investment Vehicles
Harbor value
Services
Optima foundation Harbor Quantum Zenith timber Prime Ember vector Capital beacon
Technology
Frontier Catalyst Frontier
Owner & Executives
C
CLAYTON DWAYNE DODD
Chief Compliance Officer, Owner
- CRD
- #7727174
- Ownership
- 75% or more
(904) 553-8825
zenith.vital@unisoncapital.com
in linkedin.com/in/vital-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,153,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,153,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,153,000
Equity - Exchange:
39.1% Cash:
22.9% U.S. Government/Agency:
38.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,616,225,679 | 39.1% |
| Cash | $946,587,418 | 22.9% |
| U.S. Government/Agency | $1,570,756,415 | 38.0% |
| Total | $4,133,569,512 | 100.0% |