360 FINANCIAL, INC.
Legal name: 360 FINANCIAL
CRD #168600 SEC #801-78425 WAYZATA, MN 952-542-8900
SEC Registered
Total AUM
$567.6M
Discretionary
$511.5M
Employees
14
Clients
101
Accounts
1,940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $567.6M | $511.5M | $56M | 14 | 4 |
| Oct 2024 | $475.4M | $437.5M | $37.9M | 18 | 1 |
| Jul 2024 | $475.4M | $437.5M | $37.9M | 17 | 1 |
| Jul 2024 | $475.4M | $437.5M | $37.9M | 18 | 1 |
| May 2024 | $475.4M | $437.5M | $37.9M | 19 | 1 |
| Apr 2024 | $475.4M | $437.5M | $37.9M | 19 | 1 |
| Mar 2024 | $475.4M | $437.5M | $37.9M | 19 | 1 |
| Oct 2023 | $420.6M | $391.2M | $29.4M | 18 | 1 |
| Aug 2023 | $420.6M | $391.2M | $29.4M | 17 | 1 |
| May 2023 | $420.6M | $391.2M | $29.4M | 16 | 1 |
| Mar 2023 | $420.6M | $391.2M | $29.4M | 15 | 1 |
| Oct 2022 | $420.7M | $385.8M | $34.9M | 16 | 3 |
| Aug 2022 | $420.7M | $385.8M | $34.9M | 16 | 3 |
| Jul 2022 | $420.7M | $385.8M | $34.9M | 16 | 3 |
| Jul 2022 | $420.7M | $385.8M | $34.9M | 16 | 3 |
| Mar 2022 | $420.7M | $385.8M | $34.9M | 16 | 3 |
| Jan 2022 | $345.8M | $315.1M | $30.6M | 12 | 0 |
| Mar 2021 | $345.8M | $315.1M | $30.6M | 12 | 0 |
| Jun 2020 | $295M | $295M | $0 | 12 | 0 |
| Jun 2020 | $295M | $295M | $0 | 12 | 0 |
| Feb 2020 | $295M | $295M | $0 | 12 | 0 |
| Nov 2019 | $235.8M | $235.8M | $0 | 14 | 1 |
| Oct 2019 | $235.8M | $235.8M | $0 | 14 | 1 |
| May 2019 | $235.8M | $235.8M | $0 | 14 | 1 |
| Mar 2019 | $235.8M | $235.8M | $0 | 14 | 1 |
| Mar 2018 | $222.4M | $222.4M | $0 | 11 | 1 |
| Mar 2018 | $222.4M | $222.4M | $0 | 11 | 1 |
| Dec 2017 | $223M | $223M | $0 | 10 | 1 |
| Mar 2017 | $190.7M | $190.7M | $0 | 10 | 338 |
| Mar 2016 | $146.9M | $146.9M | $0 | 9 | 308 |
| Nov 2015 | $120.8M | $120.8M | $0 | 8 | 258 |
| Mar 2015 | $120.8M | $120.8M | $0 | 8 | 258 |
| Jan 2015 | $103M | $103M | $0 | 7 | 208 |
| Mar 2014 | $103M | $103M | $0 | 7 | 208 |
| Dec 2013 | $149M | $111.9M | $37.1M | 4 | 365 |
| Aug 2013 | $0 | $0 | $0 | 4 | 0 |
| Aug 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$567.6M
Discretionary$511.5M
Non-Disc.$56M
Employees14
Clients4
DateOct 2024
Total AUM$475.4M
Discretionary$437.5M
Non-Disc.$37.9M
Employees18
Clients1
DateJul 2024
Total AUM$475.4M
Discretionary$437.5M
Non-Disc.$37.9M
Employees17
Clients1
DateJul 2024
Total AUM$475.4M
Discretionary$437.5M
Non-Disc.$37.9M
Employees18
Clients1
DateMay 2024
Total AUM$475.4M
Discretionary$437.5M
Non-Disc.$37.9M
Employees19
Clients1
DateApr 2024
Total AUM$475.4M
Discretionary$437.5M
Non-Disc.$37.9M
Employees19
Clients1
DateMar 2024
Total AUM$475.4M
Discretionary$437.5M
Non-Disc.$37.9M
Employees19
Clients1
DateOct 2023
Total AUM$420.6M
Discretionary$391.2M
Non-Disc.$29.4M
Employees18
Clients1
DateAug 2023
Total AUM$420.6M
Discretionary$391.2M
Non-Disc.$29.4M
Employees17
Clients1
DateMay 2023
Total AUM$420.6M
Discretionary$391.2M
Non-Disc.$29.4M
Employees16
Clients1
DateMar 2023
Total AUM$420.6M
Discretionary$391.2M
Non-Disc.$29.4M
Employees15
Clients1
DateOct 2022
Total AUM$420.7M
Discretionary$385.8M
Non-Disc.$34.9M
Employees16
Clients3
DateAug 2022
Total AUM$420.7M
Discretionary$385.8M
Non-Disc.$34.9M
Employees16
Clients3
DateJul 2022
Total AUM$420.7M
Discretionary$385.8M
Non-Disc.$34.9M
Employees16
Clients3
DateJul 2022
Total AUM$420.7M
Discretionary$385.8M
Non-Disc.$34.9M
Employees16
Clients3
DateMar 2022
Total AUM$420.7M
Discretionary$385.8M
Non-Disc.$34.9M
Employees16
Clients3
DateJan 2022
Total AUM$345.8M
Discretionary$315.1M
Non-Disc.$30.6M
Employees12
Clients0
DateMar 2021
Total AUM$345.8M
Discretionary$315.1M
Non-Disc.$30.6M
Employees12
Clients0
DateJun 2020
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees12
Clients0
DateFeb 2020
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees12
Clients0
DateNov 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees14
Clients1
DateOct 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees14
Clients1
DateMay 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees14
Clients1
DateMar 2019
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees14
Clients1
DateMar 2018
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees11
Clients1
DateMar 2018
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees11
Clients1
DateDec 2017
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees10
Clients1
DateMar 2017
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees10
Clients338
DateMar 2016
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees9
Clients308
DateNov 2015
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees8
Clients258
DateMar 2015
Total AUM$120.8M
Discretionary$120.8M
Non-Disc.$0
Employees8
Clients258
DateJan 2015
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients208
DateMar 2014
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees7
Clients208
DateDec 2013
Total AUM$149M
Discretionary$111.9M
Non-Disc.$37.1M
Employees4
Clients365
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0