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Building 2360 FINANCIAL PARTNERS, LLC

Map pinMOUNT PLEASANT, SC
Phone843-216-1077
NotebookSEC #801-123075
Total AUM
$206.5M
Employees
3
Clients
292

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1081 JOHNNIE DODDS BLVD.
STE 100
MOUNT PLEASANT
SC 29464
United States
Operating Hours
9:30 AM - 4:00 PM
MONDAY - THURSDAY/ FRIDAY BY APPOINTMENT ONLY
Phone
843-216-1077

ReceiptFinancials

Total AUM
$206.5M
Accounts
539
Discretionary
$206.5M
Accounts
539
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
211
AUM
$61M
HNW Individual Clients
74
AUM
$140.1M
Pension/Profit Sharing Plan Clients
2
AUM
$751.3K
Charitable Organization Clients
1
AUM
$43.3K
Corporation or Business Clients
4
AUM
$4.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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