Investment adviser · CRD 283581

361 FINANCIAL PLANNING, INC.

Investment adviser filing (IA)

· Form ADV filed Aug 5, 2016

Regulatory AUM
$667K
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 5, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

CRD 283581

Filing source

Form ADV 1033525 · Aug 5, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.