360 FINANCIAL - Financial Advisor in Minnesota, Wayzata

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

About 360 FINANCIAL

360 FINANCIAL is a Wayzata, Minnesota based financial advisory firm with nearly $475,415,237 in assets under management and provides investment advisory services for 1771 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

168600

Firm SEC#:

801-78425

Assets Under Management:

$475,415,237

No. of Clients:

1771

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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282439

801-107078

200

$137,829,756,000

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129963

801-62669

1879

$888,960,409

NORTH SKY CAPITAL, LLC

133959

801-63853

$852,395,109

ESTUARY CAPITAL MANAGEMENT LP

323379

801-127043

$418,171,616

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

119436

801-79412

192

$408,830,550

HUNTER KEITH INDUSTRIES, INC.

332688

801-130998

$379,341,058

DOUGHERTY WEALTH ADVISERS LLC

143138

801-99370

204

$351,812,366

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PACK PRIVATE WEALTH, LLC

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ACM

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$212,813,314

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179

$171,741,051

BANNERSTONE CAPITAL

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801-132043

513

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SOMERSET GROUP LLC

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