360 IRA

Overview

360 Ira is a small, LLC-structured advisory and insurance brokerage that markets itself as a capital allocator for individual and small-business clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and delivery of educational seminars and workshops. The firm reports multiple fee options — percentage of AUM, fixed fees and other fee arrangements — which suggests flexibility in pricing across advisory and insurance engagements. 360 Ira is not identified as an active ESG investor and is not characterized as a pension consultant or related adviser. Its operating profile places emphasis on coordinating third-party managers and insurance solutions rather than running large in-house investment platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices