Overview
Assets Under Management: $591 million
Headquarters: ARDEN HILLS, MN
High-Net-Worth Clients: 117
Average Client Assets: $1 million
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