$700.5M Total AUM
$636.5M Disc. AUM
15.3% 3Y CAGR
16 Employees
1,209 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Crest pioneerTimber summit +more
- Established Date
- 08-30-2013
- Office Locations
- 3
Office Locations
510 Freeport AVE Suite A ELK River MN
6800 France AVE S. Suite 120 Edina MN
849 Lake Street East Wayzata MN
About 360 Financial
360 Financial is a Wayzata-based RIA with 3 offices. The firm has been operating for 12 years. Managing $700.5M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
62 AVG AGE
$70.1M AVG AUM / ADVISOR
$579.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
16 Employees
10 Advisory Reps
10 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ember Focus Signal Legacy vector
Client Personas
Zenith value Legacy vector
CRM
Ember capital Vertex
Custodian
Matrix Element Ember delta Prime glacier Timber element Value Glacier capital Ember timber Wave Atlas peak Wave atlas
Fund Managers
Value
Investment Themes
Zenith glacier Ember harbor Quantum Peak value
Investment Vehicles
Element zenith Delta
Platform
Atlas
Services
Peak vector Alpha unison Eagle bridge Catalyst legacy Oak Oak Oak insight Oak zenith Radial insight Horizon ember Prime delta Bridge insight Fusion Vector glacier Vector momentum Delta
Technology
Fusion bridge Wave vertex Value alpha North Signal foundation Capital Value
Owner & Executives
MICHAEL ANTHONY ROGERS
Chief Compliance Officer, President
- CRD
- #1999760
- Ownership
- 75% or more
(934) 228-4039
vital.momentum@bridgecapital.com
in linkedin.com/in/atlas-ridge
Showing 1 of 1 owners & executives
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BRIAN D BOHNSACK
Financial Advisor, General Partner
- CRD
- #4809435
(732) 275-9208
timber.vital@deltacapital.com
in linkedin.com/in/radial-ridge
DANIELLE RENEE CAIN
Client Service Manager
- CRD
- #4474049
(741) 741-1770
value.horizon@zenithcapital.com
in linkedin.com/in/bridge-element
M
Matrix insight
Momentum timber vector
- CRD
- #51773
(577) 842-6972
capital.element@eaglecapital.com
in linkedin.com/in/prime-peak
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $636,464,548 | $307,619 |
| Non-Discretionary | $64,070,461 | $6,407,046 |
| Total | $700,535,009 | $336,958 |
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Separately Managed Accounts
Total SMA Asset: $700,535,009
Public Funds:
33.4% Equity - Exchange:
42.5% Cash:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,974,561,114 | 33.4% |
| Equity - Exchange | $2,512,540,340 | 42.5% |
| Cash | $1,424,758,170 | 24.1% |
| Total | $5,911,859,624 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR HORIZON FOUNDATION | LEGACY ELEMENT | P2N9T09S3 | CSI | 5.59% | $25,014,921 |
| INSIGHT MATRIX PEAK | VERTEX NORTH | BDMENUSER | BFNUK | 10.18% | $47,356,670 |
| HORIZON WAVE CAPITAL | FOCUS DELTA | WXFTR3ZFY | GWW | 11.63% | $56,097,634 |
| SUMMIT OPTIMA | SIGNAL PATHWAY | ILMY63ENN | YWDTE | 10.65% | $53,973,189 |
| OAK LEGACY CATALYST | ALPHA ATLAS | 05OOALBQB | MTJKE | 7.60% | $116,820,752 |
| PIONEER VECTOR | CATALYST RIDGE | RWCZBBYM7 | SUX | 4.38% | $100,142,397 |
| ZENITH VERTEX | CAPITAL PIONEER | YCDLRZWM0 | TOEY | 10.98% | $26,326,682 |
| HARBOR RIDGE CREST | CREST OPTIMA | 13FWIAW5M | SNQ | 7.91% | $117,982,739 |