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GRADIENT INVESTMENTS, LLC
GRADIENT INVESTMENTS, LLC
ARDEN HILLS, Minnesota
·
8 registered advisors
·
CRD# 141726
SEC# 801-70812
0
888-824-3525
01
Firm Overview
AUM
$5.3B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at GRADIENT INVESTMENTS, LLC
8 registered advisors
Brian Charles Lucius
ARDEN HILLS, Minnesota
CRD# 4891350
Charles Edward Lucius
ARDEN HILLS, Minnesota
CRD# 1012912
Chaz Harrison Lucius
ARDEN HILLS, Minnesota
CRD# 7550854
Cruz Edward Lucius
ARDEN HILLS, Minnesota
CRD# 7550861
Michael Arthur Binger
ARDEN HILLS, Minnesota
CRD# 6266863
Nathan Edward Lucius
ARDEN HILLS, Minnesota
CRD# 5121686
Nicole Shelton Alexander
ARDEN HILLS, Minnesota
CRD# 4249833
Wayne Richard Schmidt
ARDEN HILLS, Minnesota
CRD# 1278435
05
Office Locations
ARDEN HILLS, Minnesota
8 advisors
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Data sourced from SEC Form ADV filings. GRADIENT INVESTMENTS, LLC (CRD# 141726) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.