Overview
Assets Under Management: $101 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 90
Average Client Assets: $1.1 million
Frequently Asked Questions
34 FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329383), 34 FINANCIAL, LLC is subject to fiduciary duty under federal law.
34 FINANCIAL, LLC is headquartered in ATLANTA, GA.
34 FINANCIAL, LLC serves 90 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, 34 FINANCIAL, LLC offers portfolio management for individuals. View all service details ↓
34 FINANCIAL, LLC manages $101 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, 34 FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.25%
Average Client Assets: $1.1 million
Total Client Accounts: 93
Discretionary Accounts: 93
Regulatory Filings
CRD Number: 329383
Filing ID: 2053745
Last Filing Date: 2026-02-12 12:39:32