Three Sixty
Firm details
- Headquarters
- Bloomington, Illinois
- CRD number
- 301007
- Registered since
- March 29, 2021
- Website
- threesixtywm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI73.5%
- Individuals26.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Three Sixty is an independent, individual-owned registered investment adviser that markets itself to individual and family clients. The firm registered with the SEC in 2021 and combines fee-based portfolio management and financial planning with insurance brokerage services. Its advisory offerings listed on filings include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing, fixed fees, and commission-based revenue, and the firm does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
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 Funds86%
- Exchange Traded Equities12%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, IL
Mclean
Location
Bloomington, IL
Headquartered in Bloomington, IL, anchoring the Bloomington-Pontiac, IL metro in the Midwest.
- Metro area
- Bloomington-Pontiac, IL
- Region
- Midwest
- County
- Mclean
- Address
- 1702 Tullamore Ave
- Time zone
- CT (UTC-6)
- Office locations
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