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360 FINANCIAL
Tel: 952-542-8900
849 Lake Street East Wayzata, Minnesota 55391
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
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
Firm CRD#:
168600
SEC#:
801-78425
No. of Clients:
1771
Assets under Management
$475,415,237
No. of Advisors:
18
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