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360 Financial

CRD 168600  ·  Wayzata, MN  ·  $700.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
168600
SEC number
801-78425
Firm type
RIA
Assets under management
$700.5M as of May 12, 2026
Website
twitter.com/360FINANCIALMN?LANG=EN ↗
Phone
952-542-8900
Address
849 Lake Street East, Wayzata, MN, 55391

Advisors at this firm

9 in our index · page 1 of 1

1–9 of 9

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.