← Back to searchVisit website
CAPITAL360FINANCIAL
CAPITAL 360 FINANCIAL, LLC
CRD 297178
1860 W. ARBOR STREET, SUITE 112, SPRINGFIELD, MO, 65807, United States
Phone
417-350-1113
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.8M
Discretionary AUM
$1.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-11-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD