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360 WEALTH CONSULTANTS, LLC
CRD 310154
1017 2ND ST SW, ROANOKE, VA, 24016, United States
Phone
(1) 540-562-0123
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $11.9M |
| High net worth individuals | 2 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD