360 FINANCIAL

849 Lake Street East
Wayzata, Minnesota 55391
Tel: 952-542-8900

About 360 FINANCIAL

360 FINANCIAL, formally registered with the SEC as 360 FINANCIAL. The firm was established in 08/30/2013. They have over 3 offices throughout the country.

360 FINANCIAL is a Wayzata, Minnesota based Financial Planning firm with nearly $475,415,237 assets under management, offering retirement planning & investment advisory services to 1771 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168600
SEC#	801-78425
Assets Managed by Firm	$475,415,237
No. of Clients	1771
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1771	$475,415,237
Individuals (other than high net worth individuals)	655	$194,799,391
High net worth individuals	95	$234,041,579
Pension and profit sharing plans	5	$38,485,156
Corporations or other businesses	9	$8,089,111

More Retirement Planning firms in Wayzata, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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