Great River Financial
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 314172
- Registered since
- June 24, 2021
- Website
- greatriverfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI84.8%
- Individuals15.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Great River Financial is an independent, SEC-registered registered investment adviser organized as an LLC and formed in 2021. The firm is individually owned and focuses on serving individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with hourly charges. Great River Financial does not identify as a capital allocator, is not an active ESG investor, and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds39%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Ashley Reiter
Senior Financial PlannerCRD 5713934
Joshua Wolberg
President and Lead Financial PlannerCRD 5004871
Kingston Hollman
Owner & Managing MemberCRD 5563826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 9800 Shelard Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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