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- Custodian
- Stonex
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-19-2014
- Office Locations
- 1
Office Locations
About 360 Financial Partners, LLC
360 Financial Partners is an independent RIA based in South Carolina serving individuals, families, and business owners with personalized financial planning and portfolio management. The firm emphasizes an objective, carrier- and product-agnostic approach through its “360 Method” focused on financial wellness, using strategies that may include ETFs and mutual funds. Custody is reported with StoneX and the practice serves retail and institutional relationships.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DUSTIN JOSEPH HUGHES
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4898759
- Ownership
- 50% but less than 75%
RANDALL DICKSON TEEGARDIN
Managing Member
- CRD
- #4297188
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAVID LEO VAN RENSSELAER JR.
--
- CRD
- #5440950
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,515,775 | $383,146 |
| Non-Discretionary | $0 | -- |
| Total | $206,515,775 | $383,146 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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