Gradient Advisors, LLC

RIASEC Registered

Total AUM

$289M

Discretionary

$0

0% of AUM

Avg account

$134K

Accounts

2,152

Employees

173

Advisory reps

187

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 an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2010) and describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements reported include percentage-of-AUM billing, fixed fees and other fee structures. Gradient does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds56%
Exchange Traded Equities32%
Cash & Cash Equivalents6%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

3 of 4

Carson Graves
Owner, President & CEOCRD 4499132
Steven Eckroth
Founder and CEOCRD 3107278
Catherine Peters
Chief Compliance OfficerCRD 1667478

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Contacts

3 of 183

Daniel Brungard
Retirement ConsultantCRD 5731553
Kevin Smith
PresidentCRD 5766480
David Topor
Financial Services ProfessionalCRD 5783544

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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