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360 Financial, Inc.

● SEC registered since 2013CRD 168600SEC# 801-78425Wayzata, MN
Export (members)
Reg. AUM
$567.6M
Employees
14
Accounts
1,940
Location
Wayzata, MN

360 Financial, Inc. assets under management

360 Financial, Inc. is an SEC-registered investment adviser based in Wayzata, MN. The firm has been registered since 2013. It reports $567.6 million in regulatory assets under management and employs 14 people.
twitter.com/360financialmn?lang=enView on SEC.gov ↗

360 Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Anthony Rogers ControlChief Compliance Officer And PresidentOver 75%1995

Frequently asked questions

How much does 360 Financial, Inc. manage?

360 Financial, Inc. reports $567.6 million in regulatory assets under management on its Form ADV.

How many employees does 360 Financial, Inc. have?

360 Financial, Inc. reports 14 employees.

Where is 360 Financial, Inc. located?

360 Financial, Inc. is based in Wayzata, MN and has been SEC-registered since 2013.

Does 360 Financial, Inc. disclose fund performance?

360 Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address849 Lake Street East, Wayzata, MN 55391
Phone952-542-8900
Fax952-300-8018
Office hours8:00 a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1802324
Discloses disciplinary historyYes

Assets under management

Discretionary$511.5M
Non-discretionary$56M
Total (RAUM)$567.6M