Overview
Assets Under Management: $591 million
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 117
Average Client Assets: $1 million
Frequently Asked Questions
GRADIENT SECURITIES, 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 #127701), GRADIENT SECURITIES, LLC is subject to fiduciary duty under federal law.
GRADIENT SECURITIES, LLC is headquartered in ARDEN HILLS, MN.
GRADIENT SECURITIES, LLC serves 117 high-net-worth clients according to their SEC filing dated June 18, 2025. View client details ↓
According to their SEC Form ADV, GRADIENT SECURITIES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
GRADIENT SECURITIES, LLC manages $591 million in client assets according to their SEC filing dated June 18, 2025.
According to their SEC Form ADV, GRADIENT SECURITIES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.10
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 7,322
Non-Discretionary Accounts: 7,322
Regulatory Filings
CRD Number: 127701
Filing ID: 1998719
Last Filing Date: 2025-06-18 12:51:00
Website: https://gradientsecurities.com