SEC Form ADV · CIK 1802324

360 FINANCIAL

Registered Investment AdviserMN
$700.5M
Assets Under Management
2,079
Total Clients
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Registration Details

CIK
1802324
Accession
CRD-168600
Location
WAYZATA, MN
Filing Date
May 12, 2026
AUM
$700.5M
Total Clients
2,079
Amendment
No

About this Adviser

360 FINANCIAL is a registered investment adviser headquartered in WAYZATA, MN, managing approximately $700.5M in assets across 2,079 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.