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THREE SIXTY WEALTH MANAGEMENT, LLC
Tel: (630) 219-1695
1702 Tullamore Ave Suite B
Bloomington, Illinois 61704
THREE SIXTY WEALTH MANAGEMENT, LLC
THREE SIXTY WEALTH MANAGEMENT, LLC is a Bloomington, Illinois based financial advisory firm with nearly $135,830,635 in assets under management and provides investment advisory services for 513 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
301007
SEC#:
801-120638
No. of Clients:
513
Assets under Management
$135,830,635
No. of Advisors:
7
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