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360 FINANCIAL
360 FINANCIAL, INC.
CRD 168600 · SEC 801-78425
849 LAKE STREET EAST, WAYZATA, MN, 55391, United States
Phone
952-542-8900
Fax
952-300-8018
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$700.5M
Discretionary AUM
$636.5M
Team
16 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 756 | $151.0M |
| High net worth individuals | 421 | $464.0M |
| Pension/profit sharing plans | 1 | $1.7M |
| Charitable organizations | 3 | $4.8M |
| Corporations/business entities | 25 | $79.1M |
States served
AZ, CA, IL, IA, LA, MA, MN, NE, NY, OR, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD