GRADIENT ADVISORS, LLC

RIASEC RegisteredEst. 2010
Total AUM
$289M
Discretionary
$0
0% of AUM
Avg account
$134K
Accounts
2,152
Employees
173
Advisory reps
179

Firm details

Headquarters
ARDEN HILLS, Minnesota
CRD number
152665
Registered since
February 10, 2010
Website
gradientadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Individuals65.26%
  • HNWI34.69%
  • Corporations / Businesses0.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gradient Advisors, LLC is a limited liability company that operates as an insurance broker-dealer and identifies itself as a capital allocator. The firm has been SEC-registered since 2010 and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, fixed fees and other structures. Gradient does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 32%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 4

  • Jesse Abshire

    Founder and CEOCRD 8234988

  • Steven Eckroth

    Founder and CEOCRD 3107278

  • CARSON GRAVES

    Owner, President & CEOCRD 4499132

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Contacts

3 of 175

  • GREGORY GRIFFIN

    PresidentCRD 2616694

  • Rebecca Irey

    Investment Advisor RepresentativeCRD 2250658

  • Patrick Guerin

    Advisor Development OfficerCRD 6769495

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARDEN HILLS, MN

RAMSEY

Location

ARDEN HILLS, MN

Headquartered in ARDEN HILLS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
4105 Lexington Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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