Advisor at 3:23 Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
3:23 Financial Services LLC
Location
Richardson, TX 75080
Credentials
ChFC®
Industry experience
< 1 year
Jordan Salim is a financial advisor at 3:23 Financial Services LLC in Richardson, TX. He holds the ChFC® designation and has prior experience at Pinnacle Family Office from 2019 to 2025. In addition to his advisory role, he works part-time as an analyst at Patmos Capital Partners. 3:23 Financial Services is an independent firm serving individuals, high-net-worth clients, trusts, and estates, managing approximately $1.5 million across 18 client relationships. The firm provides financial planning through a quarterly subscription model and offers discretionary portfolio management and alternative asset due diligence tailored to each client’s goals and risk tolerance.
Based on 3:23 Financial Services LLC
Investment due diligence charged at $350 per hour.
Fee-only: Financial planning subscription fees range from $45 to $5,000 per quarter depending on client type and complexity; $45-$750/quarter for individuals, $200-$1,500/quarter for married couples, $45-$5,000/quarter for business owners.
2083 Collins Blvd
Richardson, TX 75080
Texas
3:23 Financial Services LLC
2025 - Present (1 year)
Patmos Capital Partners
2025 - Present (1 year)
Pinnacle Family Office
2019 - 2025 (6 years)
Student
2015 - 2018 (3 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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