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 17 days 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
- ^ https://www.annapolisnewsupdates.com/news/story/370848/369-financial-expands-operations-with-new-office-opening-in-baltimore-maryland.html
- ^ https://adviserinfo.sec.gov/firm/summary/307530
- ^ https://reports.adviserinfo.sec.gov/reports/ADV/307530/PDF/307530.pdf
- ^ https://news.latestusfinancialnews.com/story/385626/369-financial-brings-innovative-investment-strategies-to-the-financial-field.html
- ^ https://markets.financialcontent.com/bostonherald/article/getnews-2023-10-11-new-childrens-book-teaches-future-generation-about-money/
- ^ https://podcasters.spotify.com/pod/show/unconventionalmoney
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