360 Financial
Firm details
- Headquarters
- Wayzata, Minnesota
- CRD number
- 168600
- Registered since
- August 30, 2013
- Website
- www.360financial.net
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.23%
- Individuals21.55%
- Corporations / Businesses11.28%
- Charitable Organizations0.68%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
360 Financial is an independent registered investment adviser organized as a corporation and SEC-registered since 2013. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting work, and educational seminars and workshops. Fee arrangements are flexible: the firm charges asset-based fees and also uses hourly and fixed-fee billing where appropriate. FINTRX notes that 360 Financial does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
3 of 10
Michael Urch
Senior Wealth ManagerCRD 6207523
Brian Bohnsack
Senior Vice President, Financial AdvisorCRD 4809435
Thomas Whitnah
Senior Vice PresidentCRD 856715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$381M in ETFs
68%
$258M
3%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $100M | 423,147 | 26.30% |
Location
Wayzata, MN
Hennepin
Location
Wayzata, MN
Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 849 Lake St E
- Time zone
- CT (UTC-6)
- Office locations
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