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 registered investment adviser organized as an LLC and operating since 2016. The firm serves individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes asset‑based fees and fixed fees. ALL Terrain does not characterize itself as an ESG investor and is not structured as a multi‑state or pension consultant adviser; ownership is individual rather than institutional.
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 2
Joseph Van Dam
Chief Compliance OfficerCRD 6262795
Brian Skolte
CEOCRD 4570823
Contacts
1 of 1William Fondell
Portfolio ManagerCRD 6275795
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$292M in ETFs
96%
$278M
2%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $79.8M | 265,529 | 27.37% |
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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