Overview
Assets Under Management: $207 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 74
Average Client Assets: $1.9 million
Frequently Asked Questions
360 FINANCIAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169280), 360 FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
360 FINANCIAL PARTNERS, LLC is headquartered in MOUNT PLEASANT, SC.
360 FINANCIAL PARTNERS, LLC serves 74 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, 360 FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
360 FINANCIAL PARTNERS, LLC manages $207 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, 360 FINANCIAL PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.82%
Average Client Assets: $1.9 million
Total Client Accounts: 539
Discretionary Accounts: 539
Regulatory Filings
CRD Number: 169280
Filing ID: 2065565
Last Filing Date: 2026-03-06 09:35:29