Investment adviser · CRD 342120
345 INVESTMENT ADVISORY, LLC
Investment adviser filing (IA)
SCOTTSDALE, AZ, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $295M Form ADV · Item 5.F
- Client accounts
- 933 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 222 | $182,049,943 | 61.7% |
| Individuals | 711 | $113,043,453 | 38.3% |
Filing source
Form ADV 2128012 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4835 EAST CACTUS ROAD, SUITE 255SCOTTSDALE, AZ, 85254, United States
CRD 342120
Filing source
Form ADV 2128012 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.