360 FINANCIAL, INC.

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360 Financial is based out of Wayzata. 360 Financial is a large advisory firm with 410 clients and discretionary assets under management (AUM) of $235,765,580 (Form ADV from 2019-11-20). Their last reported 13F filing for Q4 2019 included $135,605,000 in managed 13F securities and a top 10 holdings concentration of 73.42%. 360 Financial's largest holding is Invesco S&P 500 Equal Weight ETF with shares held of 147,666. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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360 FINANCIAL
849 LAKE STREET EAST
MINNEAPOLIS MN    55391
Country: United States

Business Phone: 952-542-8900
Fax: 952-562-8962
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MN
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 410
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5)
Data above was derived from SEC filings.

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