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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Alpha bridgeEmber value +more
- Established Date
- 04-21-2025
- Office Locations
- 1
Office Locations
About 360 Aviation Advisors, LLC
360 Aviation Advisors is a Huntersville, NC-based fiduciary wealth management and financial planning firm focused on professional pilots (airline, business aviation, and transitioning military). Services include comprehensive planning, retirement and union/airline benefits guidance, tax planning and prep, insurance and health care strategy, and disciplined investment management. The firm also publishes the Pilot’s Portfolio Podcast and provides airline-specific retirement benefits resources.
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Owner & Executives
TIMOTHY PHILLIP POPE
Chief Compliance Officer
- CRD
- #6208237
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,604,167 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,604,167 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,604,167
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $324,190,500 | 23.2% |
| Equity - Exchange | $430,390,836 | 30.8% |
| Cash | $642,791,509 | 46.0% |
| Total | $1,397,372,845 | 100.0% |