360 Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
360 Wealth Management LLC
CRD #164109
SEC #801-76667
CIK #
AUM $1.2 BB (91% Disc, 100% US)
Employees116 (64% Investors, 66% Brokers)
Phone972-421-1360
Address17300 North Dallas Parkway
Dallas, TX 75248
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1250100075050025002011201420172020
Comparable Firms State AUM ($BB)
Rubinbrown Advisors LLC
MO 1.3
Greenwald Asset Management LLC
MI 1.3
The MDE Group Inc
NJ 1.3
Parsons Capital Management Inc
RI 1.3
Baystate Wealth Management LLC
MA 1.3
Valeur Fiduciaria SA
1.3
Elk Creek Partners LLC
CO 1.3
Oak Ridge Investments LLC
IL 1.3
Phoenix Asset Management Partners Limited
1.2
Ryan Beck & Co LLC
NJ 1.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com