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| 360 Financial Inc
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|---|---|
| CRD # | 168600 |
| SEC # | 801-78425 |
| CIK # | 0001670131, 0001802324 |
| AUM | 700.5 M (2026-05-12) |
| Employees | 16 (62% Investors, 56% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-542-8900 |
| Address | 849 Lake Street East Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.4 | ||
| Apple Inc | 3.2 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| Microsoft Corp | 2.0 | ||
| Fastenal Co | 1.6 | ||
| Quanta Services Inc | 1.3 | ||
| Visa Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 756 | 151.0 |
| (b) Individuals (high net worth individuals) | 421 | 464.0 |
| (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 | 1 | 1.7 |
| (h) Charitable organizations | 3 | 4.8 |
| (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 | 25 | 79.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,079 | 700.5 |
| By Discretionary | ||
| Discretionary | 2,069 | 636.5 |
| Non-Discretionary | 10 | 64.1 |
| Total | 2,079 | 700.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.5 | |
| Total | 2,079 | 700.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001670131] | |
| 13F-HR | [0001802324] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail, Research |
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