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 that has been SEC-registered since 2013 and is owned by an individual. The firm serves both individual and institutional clients and delivers a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, and educational workshops. Its client billing combines asset-based fees with hourly and fixed-fee engagements. 360 Financial is not positioned as a multi-state adviser or a capital allocator, and it does not identify as an active ESG investor. The firm lists an industry affiliation with accounting professionals.
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 10MICHAEL 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 48Active vs passive
$321M in ETFs
67%
$215M
3%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $85.3M | 396,679 | 26.60% |
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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