Capital360financial | Application Preview
Capital360financial is seeking government grants to support its growth and job creation initiatives. The requested funding will be utilized for various essential aspects such as working capital, business development, hiring employees, and merging with other firms to facilitate continued expansion.
The business plan aims to significantly increase assets under management, targeting a growth from 2.5 million in its first year to 15 million over the next five years, with a long-term goal of reaching 100 million. The founder is determined to build a thriving financial planning and asset management firm, motivated by a deep passion for the industry.
The rationale for funding approval includes the ambition to create jobs and stimulate economic growth. However, the founder has encountered missed merger opportunities due to insufficient funds while engaging with potential clients.
In terms of competition, Capital360financial faces major players like Morgan, Edward Jones, and Wells Fargo. Its competitive advantage lies in operating as a registered investment advisor, emphasizing a fiduciary responsibility toward clients. Unlike broker-dealer firms that may prioritize commissions, Capital360financial focuses on aligning its interests with those of its clients, fostering trust and encouraging growth for both parties.
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General Information
Business Registration Number: 82-4420160
Location: springfield, MO, United States
Length of Operation: 1
Number of Employees:
Annual Gross Income:
Annual Gross Expense:
Open to Loans: YES
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Funding Usage
Funding will be used for working in capital., business development, employees, merger firms, keep business grow and creating jobs
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Business Plan
My plan is to grow my practice into 15million assets under management within 5 years, I am aiming for 100million assets under management, I have almost acquired 2.5M since I established the company one year ago. My goals is to build a successful financial planning and Assets management firm I am very passionate about what I do. My goal is to build an successful business which can creates job, provide economic boost,,, During the process of getting clients, I gave missed some great merger opportunities due to I am lack of funds
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Self Identified Competition
My top competitors are Morgan, Edward jones, Wells Fargo I operate my business as an registered investment advisor which means I need to take the fiduciary responsibilities of my clients which it is in clients best interests Vs all these broker dealers firm they can charge an commission which means they don’t have to act in clients best interest, which it put clients in a bad situation, I believe when we take clients interest as our own interest, we can attain clients and grow and continue grow
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Contact Applicant
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