360 FINANCIAL PARTNERS, LLC - Financial Advisor in South Carolina, Mount Pleasant

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

About 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

Firm CRD#:

169280

Firm SEC#:

801-123075

Assets Under Management:

$159,178,997

No. of Clients:

517

No. of Advisors:

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

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