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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About Finance 180
Finance 180 is a fee-only, fiduciary RIA providing financial planning for nurses, physicians, teachers, and other professionals. The firm helps clients improve cash flow and debt, plan for retirement, and build asset-allocation strategies (including guidance inside 401(k)/403(b) plans), and manages IRAs and other investment accounts using diversified, low-cost funds. No account minimums; Schwab is a primary custodian.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Eric Laub
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6840754
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,666,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,666,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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