Overview
Assets Under Management: $515 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 113
Average Client Assets: $2.5 million
Frequently Asked Questions
ALL STAR FINANCIAL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110718), ALL STAR FINANCIAL INC is subject to fiduciary duty under federal law.
ALL STAR FINANCIAL INC is headquartered in MINNEAPOLIS, MN.
ALL STAR FINANCIAL INC serves 113 high-net-worth clients according to their SEC filing dated January 17, 2018. View client details ↓
According to their SEC Form ADV, ALL STAR FINANCIAL INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ALL STAR FINANCIAL INC manages $515 million in client assets according to their SEC filing dated January 17, 2018.
According to their SEC Form ADV, ALL STAR FINANCIAL INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.80%
Average Client Assets: $2.5 million
Total Client Accounts: 1,264
Discretionary Accounts: 1,264
Regulatory Filings
CRD Number: 110718
Filing ID: 1165465
Last Filing Date: 2018-01-17 13:43:00