360 Financial Partners, LLC

RIASEC Registered

Total AUM

$207M

Discretionary

$207M

100% of AUM

Avg account

$383K

Accounts

539

Employees

Advisory reps

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 169280
Registered since: January 19, 2022
Website: www.360fp.com
Custodians: STONEX FINANCIAL INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.82%
Individuals29.56%
Corporations / Businesses2.23%
Pension & Profit Sharing Plans0.36%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

360 Financial Partners, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2022 and is owned by an individual principal. It serves both high-net-worth individuals and families as well as institutional clients, acting as a capital allocator that sources outside managers when appropriate. Fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and educational seminars/workshops. The firm does not identify as an active ESG investor.