360 FINANCIAL PARTNERS, LLC

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

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 Status	Approved
Firm CRD#	169280
SEC#	801-123075
Assets Managed by Firm	$159,178,997
No. of Clients	517
No. of Advisors	3

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 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

More Retirement Planning firms in Mount Pleasant, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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