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360 Financial
360 Financial was established in 1995 as a US-based wealth manager. It focuses on advisory services for individuals, trusts, and corporations.
Overview
360 Financial was established in 1995 as a US-based wealth manager. It focuses on advisory services for individuals, trusts, and corporations. The firm offers estate planning, financial planning, and pension consulting. No public data detail asset-class allocations, named holdings, or geographic deployment beyond its headquarters location. Team size, additional offices, and recent operational events remain undisclosed in available records. No adjacent vehicles or club memberships appear in source material. Governance follows a standard RIA structure with no disclosed succession plan or hybrid operating-company relationship.
General information
Firm type
Wealth Manager
Year founded
1995
Location
Region
North America
Country
United States
City
Wayzata
Corporate office
Wayzata, United States
Frequently asked questions
Who runs investment decisions at 360 Financial?
No named principals or CIO appear in public records.
Does 360 Financial participate in fund commitments or only direct deals?
Available information shows advisory services without reference to fund commitments or direct co-investments.
What investment stages does 360 Financial typically target?
The firm provides planning and consulting services without disclosed stage focus.
How is 360 Financial related to any parent or affiliated vehicle?
No parent, spinout, or affiliated entity is identified in source material.
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