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365 WEALTH MANAGEMENT GROUP

Tel: 513-880-0002
5770 Gateway Blvd
Suite 102
Mason, Ohio  45040

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365 WEALTH MANAGEMENT GROUP

365 WEALTH MANAGEMENT GROUP is a Mason, Ohio based financial advisory firm with nearly $150,014,103 in assets under management and provides investment advisory services for 909 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

314674

SEC#:

801-126521

No. of Clients:

909

Assets under Management

$150,014,103

No. of Advisors:

8

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