A complete list of active advisors currently associated with 345 Investment Advisory, LLC
Warmer can help you find a great advisor at 345 Investment Advisory, LLC or one who fits your needs even better.
345 Investment Advisory is an SEC‑registered adviser that provides discretionary portfolio management and related advisory services to a range of client types, including trusts, estates, charitable organizations, corporations, and retirement‑plan participants via platforms such as Aspire InvestLink. The firm’s business model emphasizes plan‑linked and institutional‑style accounts (for example, linking 403(b)/457 participant accounts) rather than a traditional retail client base of non‑HNW or high‑net‑worth individuals. The firm typically manages accounts on a discretionary basis using proprietary and third‑party model portfolios and sub‑advisers (including SEI among others) to handle trading, reporting, and back‑office operations. Investment decisioning combines fundamental and technical analysis and can include a broad set of strategies—direct indexing, options, margin, long/short and alternative or illiquid investments—and the firm discloses use of AI tools for analytics and risk management. Distinctive operational features include its reliance on platform and sub‑adviser arrangements (Aspire/SEI) and custodial relationships (Schwab), the presence of dually registered associated persons who also act as broker‑dealers or insurance agents, and an affiliated coaching program offered for a separate fee; these relationships and related compensation practices are disclosed and identified as potential conflicts of interest. The firm also manages a large number of client accounts relative to its small advisory team and discloses specific administrative practices such as delegated fee deduction and a policy not to vote client proxies.
To learn more about the advisors currently working at 345 Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse 345 Investment Advisory, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Parker, CO
| 21
| |
Scottsdale, AZ
| 25
| |
Scottsdale, AZ
| 26
| |
Scottsdale, AZ
| 9
|
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