Overview
Assets Under Management: $3.9 billion
High-Net-Worth Clients: 2
Average Client Assets: $818 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.46
Average High-Net-Worth Client Assets: $818 million
Total Client Accounts: 2,038
Discretionary Accounts: 718
Non-Discretionary Accounts: 1,320
Regulatory Filings
CRD Number: 307146
Filing ID: 2005567
Last Filing Date: 2025-08-12 10:11:00
Website: https://360.one