Disclosures
Important Disclaimers
Advisory services offered through Three Sixty FBO, LLC d/b/a Three Sixty, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Three Sixty is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC's investment Adviser Public Disclosure (IAPD) database at https://adviserinfo.sec.gov/firm/summary/301007. Three Sixty does not offer or provide legal advice. Please consult your attorney for such services.
Privacy Disclosures
360 Wealth is committed to safeguarding the use of personal information of our Clients (also referred to as "you" and "your") that we obtain as your Investment Advisor, as described in our Privacy Policy.
Information you choose to submit through the WEALTHPRINT forms on this website is not stored on the website. It is sent to the Advisor so that we can respond to you.
We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated by third parties are located on those sites.
For a copy of the 360 Wealth Privacy Policy, please click here.
Form CRS Relationship Summary.
Our Form CRS (Client Relationship Summary) is our SEC-required document that summarizes our services, fees, conflicts of interest, and standards of conduct in plain language. Click the button to open the current version as a PDF.
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