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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