345 Investment Advisory, LLC

Overview

345 Investment Advisory, LLC is an independently owned limited liability company that registered with the SEC in 2026. The firm is structured as an independent registered investment adviser with an individual owner and bills clients on a percentage-of-AUM basis. Its documented advisory activity centers on discretionary portfolio management for individuals and small businesses as well as for business and institutional clients. The record flags the firm as not an active ESG investor and not a capital allocator, and it is identified as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices