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360 FINANCIAL PARTNERS, LLC
CRD 169280 · SEC 801-123075
1081 JOHNNIE DODDS BLVD., STE 100, MOUNT PLEASANT, SC, 29464, United States
Phone
843-216-1077
Fax
843-216-1067
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.5M
Discretionary AUM
$206.5M
Team
3 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $61.0M |
| High net worth individuals | 74 | $140.1M |
| Pension/profit sharing plans | 2 | $751K |
| Charitable organizations | 1 | $43K |
| Corporations/business entities | 4 | $4.6M |
States served
GA, LA, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD