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| 360 Financial Inc
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|---|---|
| CRD # | 168600 |
| SEC # | 801-78425 |
| CIK # | 0001670131, 0001802324 |
| AUM | $567.6 M (2025-03-20) |
| Employees | 14 (36% Investors, 50% Brokers) |
| Phone | 952-542-8900 |
| Address | 849 Lake Street East Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.2 | ||
| Microsoft Corp | 2.8 | ||
| Apple Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| Fastenal Co | 1.6 | ||
| VISA Inc | 1.3 | ||
| Automatic Data Processing Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 683 | 196.9 |
| (b) Individuals (high net worth individuals) | 126 | 306.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.6 |
| (h) Charitable organizations | 3 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 57.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,940 | 567.6 |
| By Discretionary | ||
| Discretionary | 1,929 | 511.5 |
| Non-Discretionary | 11 | 56.0 |
| Total | 1,940 | 567.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.6 | |
| Total | 1,940 | 567.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001670131] | |
| 13F-HR | [0001802324] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TRU Independence Asset Management LLC
✚
|
OR | 0.6 |
|
The Jentner Corporation
✚
|
OH | 0.6 |
|
Hapanowicz & Associates Financial Services Inc
✚
|
PA | 0.6 |
|
The Retirement Solution LLC
✚
|
WA | 0.6 |
|
Rockport Wealth LLC
✚
|
OH | 0.6 |
|
van Den Berg Management I Inc
✚
|
TX | 0.6 |
|
Bellatore Financial Inc
✚
|
TX | 0.6 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.6 |
|
Dale K Ehrhart Inc
✚
|
FL | 0.6 |
|
Colorado Capital Management Inc
✚
|
CO | 0.6 |