360 Advisory

360 Advisory (CRD# 287961) is a financial advisory firm headquartered in Chestnut Hill, MA. They manage $15,000,000 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16 Shaw Rd, Chestnut Hill, MA 02467
https://www.9-30am.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $468,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at 360 Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Benjamin Robinot, financial advisor Chestnut Hill MA
Benjamin P. Robinot
CRD#: 6781130
16 Shaw Rd, Chestnut Hill, MA 02467

Benjamin Robinot (CRD# 6781130) is an Investment Advisor Representative working at 360 Advisory in Chestnut Hill, MA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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