360 FINANCIAL PARTNERS, LLC
Adviser information for 360 FINANCIAL PARTNERS, LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 514 | $134.7M |
| Non-Discretionary | 0 | $0 |
| Total | 514 | $134.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 255 | $72.2M |
| HNW Individuals | 30 | $61.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $156,365 |
| Charitable organizations | <5 | $36,397 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshopsCONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123075 |
|---|---|
| SEC ERA File Number | 801-123075 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 169280 |
| Legal Entity Identifier | None |
Principal Office
1081 JOHNNIE DODDS BLVD.STE 100
MOUNT PLEASANT
SC
United States
MONDAY - THURSDAY/ FRIDAY BY APPOINTMENT ONLY, 9:30 AM - 4:00 PM
Tel: 843-216-1077, Fax: 843-216-1067
Chief Compliance Officer
DUSTIN J. HUGHES
MANAGING MEMBER
1081 JOHNNIE DODDS BLVD.
STE 100
MOUNT PLEASANT
SC
United States
Tel:
843-216-1077
Fax:
843-216-1067
D****@********M
(Full email address available in API data)
Regulatory Contact
CAROL MACEACHERN
OPERATIONS MANAGER
1081 JOHNNIE DODDS BLVD.
STE 100
MOUNT PLEASANT
SC
United States
Tel:
843-216-1077
Fax:
843-216-1067
C****@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUGHES, DUSTIN, JOSEPH | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 08/2006 | 50-75% |
| TEEGARDIN, RANDALL, DICKSON | Individual | – | MANAGING MEMBER | 07/2007 | 50-75% |