$5.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
10 yrs Firm Age
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- Custodian
- Morgan Stanley ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2016
- Office Locations
- 1
Office Locations
1255 Treat Boulevard Suite 300 Walnut Creek CA
About 361 Financial Planning, Inc.
361 Financial Planning, Inc. is a Walnut Creek-based RIA. The firm has been operating for 10 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and SEI.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$226.0K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARTIN CHARLES JOHNSON
Chief Compliance Officer, Director, Owner, PRINCIPAL
- CRD
- #2496863
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,198,124 | $44,467 |
| Total | $5,198,124 | $44,467 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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