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PROACTIVE FINANCIAL SOLUTIONS 360, LLC
CRD 304440
500 E. WASHINGTON ST, #23, NORTH ATTLEBORO, MA, 02760, United States
Phone
508 316-9360
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.1M
Discretionary AUM
$19.1M
Team
7 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $15.0M |
| High net worth individuals | 3 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD