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
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts32ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at 360 Advisory
1
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.
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