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360 FINANCIAL, INC.
360 FINANCIAL, INC.
360 FINANCIAL
WAYZATA, Minnesota
·
1 registered advisor
·
CRD# 168600
SEC# 801-78425
2
952-542-8900
01
Firm Overview
AUM
$475M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at 360 FINANCIAL, INC.
1 registered advisor
Michael Anthony Rogers
WAYZATA, Minnesota
CRD# 1999760
05
Office Locations
WAYZATA, Minnesota
1 advisor
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Data sourced from SEC Form ADV filings. 360 FINANCIAL, INC. (CRD# 168600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.