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Building 2GRADIENT INVESTMENTS, LLC

Map pinARDEN HILLS, MN
Phone888-824-3525
NotebookSEC #801-70812
Total AUM
$8.2B
Employees
40
Clients
26,563

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4105 LEXINGTON AVENUE NORTH
SUITE 250
ARDEN HILLS
MN 55126
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
888-824-3525

ReceiptFinancials

Total AUM
$8.2B
Accounts
77,311
Discretionary
$8.2B
Accounts
77,311
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24,859
AUM
$5.4B
HNW Individual Clients
1,701
AUM
$2.8B
Pension/Profit Sharing Plan Clients
3
AUM
$4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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