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Building 2THREE SIXTY WEALTH MANAGEMENT, LLC

Map pinBLOOMINGTON, IL
Phone(630) 219-1695
NotebookSEC #801-120638
Total AUM
$190.1M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1702 TULLAMORE AVE
SUITE B
BLOOMINGTON
IL 61704
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(630) 219-1695
Other Offices
3

ReceiptFinancials

Total AUM
$190.1M
Accounts
627
Discretionary
$190.1M
Accounts
627
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$50.4M
HNW Individual Clients
54
AUM
$139.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CUTSTOM AND BUSINESS CONSULTING SERVICES
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLILNJTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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