360 Ira

Overview

360 Ira is structured as a limited liability company that operates as a capital allocator and an insurance broker. The firm provides a mix of advisory services aimed at individuals and small businesses, including financial planning, portfolio management, assistance in selecting third‑party advisers, and educational seminars or workshops. Its fee arrangements include percentage‑of‑AUM billing, fixed fees and other fee types. Regulatory and operational descriptors in the source record are minimal: the firm is classified as unclassified, is not flagged as an active ESG investor, is not listed as a pension consultant or related adviser, and is not recorded as a newly formed adviser. Ownership is identified as a blend of a domestic entity and an individual.

Investments & Alternatives

Location & Offices