360 FINANCIAL PARTNERS, LLC

Overview

360 Financial Partners, LLC is a fee-based advisory firm that manages a modest-sized private wealth business with both individual/family and institutional clients. The firm operates as a capital allocator, blending core public fund strategies with select allocations to third‑party alternative managers. Its advisory services include financial planning, portfolio management for individuals and businesses, selection and oversight of outside advisers, and investor education through seminars and workshops. Fee arrangements combine a percentage of assets under management with fixed fees, which supports both ongoing portfolio oversight and discrete planning engagements. Investment activity centers on pooled public funds for core exposure, with deliberate use of external managers for hedge fund, real estate and private credit strategies. The firm does not position itself as an ESG specialist and does not report multi‑state adviser status or pension consulting as part of its service mix. 360 Financial Partners also maintains affiliations with broker‑dealer and insurance firms that support distribution and product access, which is reflected in its use of annuities and insurance‑linked solutions as part of client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices