Overview
Assets Under Management: $758 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 222
Average Client Assets: $2 million
Frequently Asked Questions
ALL STAR FINANCIAL LLC 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 #323765), ALL STAR FINANCIAL LLC is subject to fiduciary duty under federal law.
ALL STAR FINANCIAL LLC is headquartered in MINNEAPOLIS, MN.
ALL STAR FINANCIAL LLC serves 222 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, ALL STAR FINANCIAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALL STAR FINANCIAL LLC manages $758 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, ALL STAR FINANCIAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 222
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,759
Discretionary Accounts: 1,759
Regulatory Filings
CRD Number: 323765
Filing ID: 1961858
Last Filing Date: 2025-03-24 16:57:00
Website: https://allstarfinancial.com