360 Financial is an investment advisor in Wayzata with $420.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
411823831
SEC advisor number
801-78425
FINRA CRD number
168600
AUM ?
$420.60 mm
(as of 22 May 23)
Accounts
1,726
(as of 22 May 23)
Employees
16
(7 investment advisory or research)
Address
360 Financial
849 LAKE STREET EAST
WAYZATA
MN 55391
849 LAKE STREET EAST
WAYZATA
MN 55391
Office hours
Monday - Friday, 7:30 AM - 5:00PM
Phone
(952) 542-8900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rogers, Michael, Anthony | Chief Compliance Officer and President | 10/1995 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21