Draft:369 Financial
Submission declined on 7 May 2024 by Grabup (talk).
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| Submission declined on 7 May 2024 by Grabup (talk). This draft's references do not show that the subject qualifies for a Wikipedia article. In summary, the draft needs multiple published sources that are: Declined by Grabup 5 months ago.
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Comment: Sources don’t establish notablity, cite more reliable independent sources. Grabup (talk) 12:19, 7 May 2024 (UTC)
- Comment: Sources don’t establish notablity, cite more reliable independent sources. Grabup (talk) 12:19, 7 May 2024 (UTC)
History
[edit]369 Financial, LLC is an investment adviser firm that was established in 2020 by Joshua Krafchick.[1]. They have offices located in Columbia, Maryland [2] and Jacksonville, Florida and are currently registered with the states of Florida, Georgia, and Maryland [3]. As of May 2024, 369 Financial manages approximately $7.9 million in assets for individual investors throughout the United States. [4]
Investment Strategy
[edit]369 uses principles from investment strategies such as is illustrated in the books The Intelligent Investor by Benjamin Graham and Lifecylce Investing by Dr. Ian Ayres and Dr. Barry Nalebuff.[5]
Children's Books
[edit]As of May 7th, 2024, Joshua Krafchick has written 3 Children's books.[6] The Boy Who Picked up a Penny The Panini Princess and Penny the Bunny
Podcast
[edit]On February 8th, 2023 Joshua Krafchick created the Unconventional Money Moves Podcast.[7]
References
[edit]- ^ https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=369FINANCIAL%20L200000293610&aggregateId=flal-l20000029361-f6496c31-eb77-4f5e-9842-7f9e85c5d51c&searchTerm=369%20financial%20&listNameOrder=369FINANCIAL%20L200000293610
- ^ "369 Financial Expands Operations with New Office Opening in Baltimore, Maryland – Annapolis News Updates".
- ^ "IAPD - Investment Adviser Public Disclosure - Homepage".
- ^ https://reports.adviserinfo.sec.gov/reports/ADV/307530/PDF/307530.pdf
- ^ "369 Financial Brings Innovative Investment Strategies to the Financial Field – Latestus Financial News".
- ^ "Boston Herald".
- ^ "Unconventional Money Moves • A podcast on Spotify for Podcasters".
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