360 Aviation Advisors, LLC
Firm details
- Headquarters
- Concord, North Carolina
- CRD number
- 334641
- Website
- 360aviationadvisors.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.26%
- Individuals29.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
360 Aviation Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM fee schedule with fixed fees for certain services. The adviser is registered in multiple states (California, Florida, Georgia, North Carolina) and identifies as a non-ESG investor and not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Timothy Pope
FounderCRD 6208237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NC
Cabarrus
Location
Concord, NC
Headquartered in Concord, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Cabarrus
- Address
- 9202 Aviation Blvd Nw
- Time zone
- ET (UTC-5)
- Office locations
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