360 Financial
360 Financial is an SEC-registered mass-market adviser in Wayzata, MN with $700.5M assets under management (AUM, regulatory AUM), +23% over one year. See who owns 360 Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168600, SEC 801-78425, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $700.5M (2026-05-12)
- Firm type
- Mass-Market Adviser
- Location
- Wayzata, MN
- Employees
- 16
- Clients
- 1,206
- CRD
- 168600
- Ownership
- ROGERS, MICHAEL, ANTHONY
How much AUM does 360 Financial have?
360 Financial reported $700.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns 360 Financial?
Disclosed owners and executives of 360 Financial include ROGERS, MICHAEL, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.