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- Custodian
- Bank OF America · Interactive Brokers · Merrill Lynch · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2019
- Office Locations
- 1
Office Locations
About Capital360financial
Capital360Financial, LLC is a fiduciary financial planning and wealth management firm focused on high- and ultra-high-net-worth individuals and families, with planning-only options available. The firm delivers integrated planning, proactive investment management, estate and risk planning, and retirement/401(k) rollover support. Client assets are custodied at Charles Schwab and Interactive Brokers with 24/7 account access. Portfolios may use individual securities, mutual/index funds, annuities, and alternatives, coordinated with legal, tax, and insurance partners.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SHUYANG Z BALAZI
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6375882
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,792,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,792,403 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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