Proactive Financial Solutions 360, LLC
Firm details
- Headquarters
- North Attleboro, Massachusetts
- CRD number
- 304440
- Website
- pfs360llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals78.74%
- HNWI21.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Proactive Financial Solutions 360, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on assets under management and combines traditional financial planning with portfolio management for individuals and small businesses. Its advisory toolkit includes pension consulting and selection of other advisers, and the firm is identified as a capital allocator—meaning it places client capital with third‑party managers in addition to running in‑house portfolios. Proactive Financial Solutions 360 does not identify as an active ESG investor and is not described as a multi‑state adviser.
Assets & Accounts
Public Holdings
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 Funds70%
- Cash & Cash Equivalents10%
- US Government Bonds9%
- Investment Grade Corp Bonds8%
- Exchange Traded Equities2%
Contacts
1 of 1
Christopher Gauthier
DirectorCRD 4861803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
North Attleboro, MA
Bristol
Location
North Attleboro, MA
Headquartered in North Attleboro, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 500 E Washington St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Lechner Associates
RIANorth Attleboro, MA
Constant Guidance Financial, LLC
RIANorth Attleboro, MA
Professional Management Associates, Inc.
RIANorth Attleboro, MA
Tribeca Investment Inc.
RIAChestnut Hill, MA
Andante Financial
RIABurlington, MA
Lennox Financial
RIASwampscott, MA