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360 FINANCIAL PARTNERS, LLC

1081 Johnnie Dodds Blvd.
Ste 100
Mount Pleasant, South Carolina 29464
Tel: 843-216-1077

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About 360 FINANCIAL PARTNERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#169280
SEC#801-123075
Assets Managed by Firm$159,178,997
No. of Clients517
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total517$159,178,997
Individuals (other than high net worth individuals)246$79,835,656
High net worth individuals38$77,380,653
Pension and profit sharing plans1$302,111
Charitable organizations1$38,521
Corporations or other businesses2$1,622,056

More Retirement Planning firms in Mount Pleasant, South Carolina:

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LPL FINANCIAL LLC
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$463,475,486,343191054535841
GREYSTAR INVESTMENT GROUP, LLC
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Charleston, SC, 29403
$28,309,013,20061510
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf
Charleston, SC, 29401
$4,462,882,4424216
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

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