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GRADIENT ADVISORS, LLC
ARDEN HILLS, MN
877-885-0508
SEC #801-71000Total AUM
$289.3M
Employees
173Clients
2,159Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4105 LEXINGTON AVENUE N.
SUITE 225
ARDEN HILLS
MN 55126
United States
SUITE 225
ARDEN HILLS
MN 55126
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
877-885-0508
Other Offices
165
Financials
Total AUM
$289.3M
Accounts
2,152Discretionary
$0
Accounts
0Non-Discretionary
$289.3M
Accounts
2,152
Clients
Individual Clients
2,097AUM
$188.8M
HNW Individual Clients
52AUM
$100.4M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$139.8K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES
Compliance
Disclosures
Court Injunction (Past 10 Years)Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.