ALL TERRAIN FINANCIAL ADVISORS
Firm details
- Headquarters
- COON RAPIDS, Minnesota
- CRD number
- 286683
- Registered since
- December 31, 2016
- Website
- www.alltfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.6%
- Individuals7.22%
- Other Investment Advisers2.07%
- Charitable Organizations1.01%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ALL Terrain Financial Advisors is an independent, SEC-registered advisory firm organized as an LLC and operating since 2016. The firm is owned by an individual and focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as fixed fees. ALL Terrain does not identify as a capital allocator, is not active on ESG investing, and is not presented as a multi-state adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities47%
- Private Funds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2JOSEPH VAN DAM
Chief Compliance OfficerCRD 6262795
BRIAN SKOLTE
CEOCRD 4570823
Contacts
2 of 2WILLIAM FONDELL
Portfolio ManagerCRD 6275795
Jacob Silverstein
AVP, Investment Advisor RepresentativeCRD 7277765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$177M in ETFs
96%
$170M
4%
$7.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $61.6M | 94,654 | 34.85% |
Location
COON RAPIDS, MN
ANOKA
Location
COON RAPIDS, MN
Headquartered in COON RAPIDS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- ANOKA
- Address
- 551 Coon Rapids Blvd NW
- Time zone
- CT (UTC-6)
- Office locations
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