Capital360financial
Capital360financial (CRD# 297178) is a financial advisory firm headquartered in , . They manage $667,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital360financial
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$47,643
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO
Financial Advisors at Capital360financial
1
Shuyang Balazi (CRD# 6375882) is an Investment Advisor Representative working at Capital360financial in Springfield, MO and has over 9 years of experience in the finance industry.
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