RIA Intel›Advisers›Massachusetts›PROACTIVE FINANCIAL SOLUTIONS 360, LLC

PROACTIVE FINANCIAL SOLUTIONS 360, LLC

Advisory

NORTH ATTLEBORO, MA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in MA
#1,348
of 1,590 advisers by AUM
Average account
$113K
across 168 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$19M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees7
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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MILLENIUM FINANCIAL SERVICES
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STANDARD GROUP HOLDINGS LLC
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$19M
-34.1% 1Y
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$20M
-19.6% 1Y

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