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Building 2FORTUNE 360 GROUP LLC

Map pinPLANTATION, FL
Phone954-800-5500
NotebookSEC #801-120483
Total AUM
$141.4M
Employees
7
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8211 WEST BROWARD BLVD
SUITE 200
PLANTATION
FL 33324
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
954-800-5500
Other Offices
2

ReceiptFinancials

Total AUM
$141.4M
Accounts
465
Discretionary
$141.4M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$52.2M
HNW Individual Clients
68
AUM
$86.1M
Pension/Profit Sharing Plan Clients
2
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNHTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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