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GRADIENT ADVISORS, LLC
GRADIENT ADVISORS, LLC
ARDEN HILLS, Minnesota
·
2 registered advisors
·
CRD# 152665
SEC# 801-71000
129
877-885-0508
01
Firm Overview
AUM
$207M
Regulatory assets under management
Employees
157
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GRADIENT ADVISORS, LLC
2 registered advisors
Adam Keith Estall
ARDEN HILLS, Minnesota
CRD# 4318683
Catherine Ann Peters
ARDEN HILLS, Minnesota
CRD# 1667478
05
Office Locations
ARDEN HILLS, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. GRADIENT ADVISORS, LLC (CRD# 152665) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.