Investment adviser · CRD 169280
360 FINANCIAL PARTNERS, LLC
Investment adviser filing (IA)
MOUNT PLEASANT, SC, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $207M Form ADV · Item 5.F
- Client accounts
- 539 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 74 | $140,067,333 | 67.8% |
| Individuals | 211 | $61,042,716 | 29.6% |
| Corporations & businesses | Fewer than 5 | $4,611,064 | 2.2% |
| Retirement plans | Fewer than 5 | $751,341 | 0.4% |
| Charities | Fewer than 5 | $43,321 | 0.0% |
Filing source
Form ADV 2065565 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1081 JOHNNIE DODDS BLVD., STE 100MOUNT PLEASANT, SC, 29464, United States
CRD 169280
Filing source
Form ADV 2065565 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.