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| Happy Holidays!! thanks for using AUM13F!! |
| 360 Financial Partners LLC
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| CRD # | 169280 |
| SEC # | 801-123075 |
| CIK # | |
| AUM | $159.2 M (2025-02-21) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 843-216-1077 |
| Address | 1081 Johnnie Dodds Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 79.8 |
| (b) Individuals (high net worth individuals) | 38 | 77.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 159.2 |
| By Discretionary | ||
| Discretionary | 517 | 159.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 159.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.2 | |
| Total | 517 | 159.2 |
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|---|---|---|
|
SMB Financial Services Inc
✚
|
OR | 0.2 |
|
Amuni Financial Inc
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FL | 0.2 |
|
Oceanside Advisors LLC
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SC | 0.2 |
|
Networth Advisors LLC
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PA | 0.2 |
|
High Plains Investment Advisors Inc
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TX | 0.2 |
|
Elysium Wealth Management LLC
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|
UT | 0.2 |
|
Davis Wealth Advisors LLC
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|
NH | 0.2 |
|
APS Management Group Inc
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|
CA | 0.2 |
|
Lesa Sroufe & Company Inc
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|
WA | 0.2 |
|
Downing Street Wealth Management LLC
✚
|
CO | 0.2 |