360 FINANCIAL, INC.
C40
CRD 168600·SEC 801-78425·WAYZATA, MN
AUM
$700.5M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $235.8M
'21 · $295.0M
'22 · $345.8M
'23 · $420.7M
'25 · $567.6M
'26 · $700.5M
'20'26
$235.8M → $700.5M▲ +197%
Client mix
| Individuals Other | 756 |
| Individuals High Net Worth | 421 |
| Corporations | 25 |
| Charitable Organizations | 3 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 7 advisors
'25 · 5 advisors
'26 · 9 advisors
'20'26
6 advisors → 9 advisors▲ +50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
849 LAKE STREET EASTWAYZATA, MN 55391
Business
849 LAKE STREET EASTWAYZATA, MN 55391
Edgar Recent Filings
13F-HR2026-05-07 · 0001802324-26-000003
13F-HR/A2026-02-13 · 0001802324-26-000002