My 360° Wealth Management Group
Financial Services, 500 N Brand BLVD, Glendale, California, 91203, United States, 1-10 Employees
Phone Number: +18*********
Who is MY 360° WEALTH MANAGEMENT GROUP
Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families, thus free...
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Headquarters: 500 N Brand BLVD, Glendale, California, 91203, United States
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Date Founded: 1998
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding My 360° Wealth Management Group
Answer: My 360° Wealth Management Group's headquarters are located at 500 N Brand BLVD, Glendale, California, 91203, United States
Answer: My 360° Wealth Management Group's phone number is +18*********
Answer: My 360° Wealth Management Group's official website is https://my360wealth.com
Answer: My 360° Wealth Management Group's revenue is $1 Million to $5 Million
Answer: My 360° Wealth Management Group's SIC: 6282
Answer: My 360° Wealth Management Group's NAICS: 523930
Answer: My 360° Wealth Management Group has 1-10 employees
Answer: My 360° Wealth Management Group is in Financial Services
Answer: My 360° Wealth Management Group contact info: Phone number: +18********* Website: https://my360wealth.com
Answer: Financial planning and wealth management services originally began as a profession which guided the financial and administrative concerns of entrepreneurs and affluent families, thus freeing their time to focus on career, family and leisure. Traditionally, the financial planner was an individual who was expected to be an expert in many diverse disciplines: wealth management, income and estate tax planning, insurance and business services. The financial planner was required to spread his or her knowledge and experience across this wide spectrum of financial services. With a combined experience of twenty years between the partners, My 360 Wealth Management Group, a Los Angeles branch of LPL FInancial, has maintained the essence of this relationship between the trusted advisor and the client, but has broadened the concept into a management team. Through the active leadership and vision of the firms Principal, Pierre M. Movsessian, MBA, CFP, AIF the company today is a full service wealth management firm, employing specialized professionals in all financial areas, who together with the clients accountant, attorney and other outside professionals, plan and manage the clients financial and business affairs. This specialization is the key to the level of service that the company provides. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.
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