$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-21-2020
- Office Locations
- 1
Office Locations
9428 Baymeadows RD Suite 502 Jacksonville FL
About 369 Financial LLC
369 Financial is a Jacksonville, FL-based fee-only, independent RIA providing investment and wealth management, 401(k) rollovers, tax planning, and fiduciary financial coaching for individuals and families, including business owners, entrepreneurs, and retirees. The firm emphasizes a long-term, assessment-led planning process and uses a “money persona” framework to align portfolios and advice with client behavior.
Team overview
33 AVG AGE
$12.3M AVG AUM / ADVISOR
$178.5K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSHUA DANIEL KRAFCHICK
Financial Advisor, Manager
- CRD
- #6160475
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,318,717 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,318,717 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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