Finance 180

Overview

Finance 180 is a small, independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s client base is individual and family-oriented, and it charges both percentage-of-AUM and fixed fees. Its advisory scope is narrow: ongoing financial planning and discretionary portfolio management rather than institutional services such as pension consulting or multi-state institutional advisory. Investment activity is oriented toward pooled public funds rather than direct stock picking or active alternatives management. The firm is not an active ESG investor and does not identify as a multi-state or related adviser. Given its size and service mix, Finance 180 appears structured to deliver personalized planning and delegated portfolio oversight for a small number of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices