THREE SIXTY WEALTH MANAGEMENT, LLC - Financial Advisor in Illinois, Bloomington

Tel: (630) 219-1695 1702 Tullamore Ave Suite B Bloomington, Illinois 61704

About 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

Firm CRD#:

301007

Firm SEC#:

801-120638

Assets Under Management:

$135,830,635

No. of Clients:

513

No. of Advisors:

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

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