Overview
Assets Under Management: $162 million
Headquarters: PLYMOUTH, MN
High-Net-Worth Clients: 56
Average Client Assets: $3 million
Frequently Asked Questions
GREAT RIVER 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 #314172), GREAT RIVER FINANCIAL LLC is subject to fiduciary duty under federal law.
GREAT RIVER FINANCIAL LLC is headquartered in PLYMOUTH, MN.
GREAT RIVER FINANCIAL LLC serves 56 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, GREAT RIVER FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
GREAT RIVER FINANCIAL LLC manages $162 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, GREAT RIVER FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 394
Discretionary Accounts: 394
Regulatory Filings
CRD Number: 314172
Last Filing Date: 2025-01-16 00:00:00
Website: https://greatriverfinancial.com