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360 FINANCIAL PARTNERS, LLC

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

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360 FINANCIAL PARTNERS, LLC

360 FINANCIAL PARTNERS, LLC is a Mount Pleasant, South Carolina based financial advisory firm with nearly $159,178,997 in assets under management and provides investment advisory services for 517 clients. There are currently 3 financial advisors at the firm.

General Information

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)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

169280

SEC#:

801-123075

No. of Clients:

517

Assets under Management

$159,178,997

No. of Advisors:

3

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