Overview
Assets Under Management: $4.8 billion
High-Net-Worth Clients: 2
Average Client Assets: $301 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.48
Average High-Net-Worth Client Assets: $301 million
Total Client Accounts: 6,576
Discretionary Accounts: 6,576
Regulatory Filings
CRD Number: 300914
Filing ID: 2006943
Last Filing Date: 2025-07-31 09:28:00
Website: https://360.one