360 Aviation Advisors, LLC
Firm details
- Headquarters
- Concord, North Carolina
- CRD number
- 334641
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.26%
- Individuals29.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
360 Aviation Advisors, LLC is an independent registered investment adviser that serves individuals and families, as well as small-business clients. The firm provides financial planning and discretionary portfolio management, charging either a percentage of assets under management or fixed fees. Its owner structure is individual-controlled and it does not present itself as a capital allocator, pension consultant, or multi-state adviser. The adviser does not position itself as an ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Timothy Pope
FounderCRD 6208237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NC
Cabarrus
Location
Concord, NC
Headquartered in Concord, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 9202 Aviation Blvd Nw
- Time zone
- ET (UTC-5)
- Office locations
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