CRD: 304440
Proactive Financial Solutions 360, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- OptimaFoundation element
- Established Date
- 06-24-2019
- Office Locations
- 1
Office Locations
About Proactive Financial Solutions 360, LLC
Proactive Financial Solutions 360 (PFS 360) provides integrated tax services, accounting, financial planning, and wealth management for individuals, families, and businesses. The firm takes a proactive, 360-degree approach across cash flow and major life transitions such as estate and divorce planning, with ongoing accountability and objective guidance. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christopher David Gauthier
Director, DIRECTOR OF FINANCIAL PLANNING, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4861803
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,050,060 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,050,060 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,050,060
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,108,318,934 | 25.8% |
| Cash | $400,417,162 | 4.9% |
| U.S. Government/Agency | $1,307,484,610 | 16.0% |
| Corporate - Investment Grade | $645,570,526 | 7.9% |
| Equity - Exchange | $2,100,147,155 | 25.7% |
| Municipal Bonds | $1,609,840,427 | 19.7% |
| Total | $8,171,778,814 | 100.0% |