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Cruz Edward Lucius

GRADIENT INVESTMENTS, LLC·ARDEN HILLS, Minnesota
Unclaimed Profile
4105 LEXINGTON AVENUE NORTH, ARDEN HILLS, MN 55126CRD# 7550861Firm CRD# 141726
01

About

Cruz Edward Lucius is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with GRADIENT INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
GRADIENT INVESTMENTS, LLC
GRADIENT INVESTMENTS, LLC
AUM
$5.3B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at GRADIENT INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7550861
Firm CRD# 141726
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cruz Edward Lucius offer?
Cruz Edward Lucius specializes in Investment Management, Wealth Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are Cruz Edward Lucius's credentials?
Cruz Edward Lucius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cruz Edward Lucius located?
Cruz Edward Lucius is based in ARDEN HILLS, Minnesota, working with GRADIENT INVESTMENTS, LLC. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.
How does Cruz Edward Lucius charge for services?
Cruz Edward Lucius's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRADIENT INVESTMENTS, LLC?
GRADIENT INVESTMENTS, LLC has approximately 39 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ARDEN HILLS
Adam Keith Estall — GRADIENT ADVISORS, LLCCharles David Leflar — GRADIENT SECURITIES, LLCCharles Edward Lucius — GRADIENT INVESTMENTS, LLCJeffrey Allen Foley — PALADIN WEALTH, LLCAnders John Haugen — LIFELONG WEALTH ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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