PPrivate Fund Data Log in Join · $37/mo

360 Financial Partners, LLC

● SEC registered since 2022CRD 169280SEC# 801-123075Mount Pleasant, SC
Export (members)
Reg. AUM
$159.2M
Employees
3
Accounts
517
Location
Mount Pleasant, SC

360 Financial Partners, LLC assets under management

360 Financial Partners, LLC is an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2022. It reports $159.2 million in regulatory assets under management and employs 3 people.
www.facebook.com/360-financial-partners-170349262980508View on SEC.gov ↗

360 Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dustin Joseph Hughes ControlManaging Member & Chief Compliance Officer50-75%2006
Randall Dickson Teegardin ControlManaging Member50-75%2007

Frequently asked questions

How much does 360 Financial Partners, LLC manage?

360 Financial Partners, LLC reports $159.2 million in regulatory assets under management on its Form ADV.

How many employees does 360 Financial Partners, LLC have?

360 Financial Partners, LLC reports 3 employees.

Where is 360 Financial Partners, LLC located?

360 Financial Partners, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2022.

Does 360 Financial Partners, LLC disclose fund performance?

360 Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC 29464
Phone843-216-1077
Fax843-216-1067
Office hours9:30 a.m. - 4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$159.2M
Non-discretionary$0
Total (RAUM)$159.2M