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361 FINANCIAL PLANNING, INC.
CRD 283581 · SEC 801-107739
1255 TREAT BOULEVARD, SUITE 300, WALNUT CREEK, CA, 94597, United States
Phone
(925) 315-7526
Fax
(925) 215-4916
Registration
— (—)
Source
State registered
Total AUM
$5.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-07-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD