1081 Johnnie Dodds Blvd.
Ste 100
Mount Pleasant, South Carolina 29464
Tel: 843-216-1077
360 FINANCIAL PARTNERS, LLC, formally registered with the SEC as 360 FINANCIAL PARTNERS, LLC. The firm was established in 01/19/2022. They have over 1 offices throughout the country.
360 FINANCIAL PARTNERS, LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $159,178,997 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169280 |
SEC# | 801-123075 |
Assets Managed by Firm | $159,178,997 |
No. of Clients | 517 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 517 | $159,178,997 |
Individuals (other than high net worth individuals) | 246 | $79,835,656 |
High net worth individuals | 38 | $77,380,653 |
Pension and profit sharing plans | 1 | $302,111 |
Charitable organizations | 1 | $38,521 |
Corporations or other businesses | 2 | $1,622,056 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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