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| All Star Financial LLC
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|
|---|---|
| CRD # | 323765 |
| SEC # | 801-126834 |
| CIK # | |
| AUM | $679.8 MM (2023-03-29) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 952-896-3820 |
| Address | 3800 American Blvd West Minneapolis, MN 55431 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 142.4 |
| (b) Individuals (high net worth individuals) | 246 | 418.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 112.1 |
| (h) Charitable organizations | 3 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,886 | 679.8 |
| By Discretionary | ||
| Discretionary | 1,886 | 679.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,886 | 679.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 679.8 | |
| Total | 1,886 | 679.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Summit Asset Management LLC
✚
|
TN | 0.7 |
|
Financial Partners Group Inc
✚
|
KS | 0.7 |
|
Bernzott Capital Advisors
✚
|
MA | 0.7 |
|
Milestone Investment Advisors LLC
✚
|
WI | 0.7 |
|
Summit X
✚
|
MO | 0.7 |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
✚
|
TX | 0.7 |
|
NTV Asset Management LLC
✚
|
WV | 0.7 |
|
Cohen Capital Management Inc
✚
|
CA | 0.7 |
|
Keelan Capital LLC
✚
|
GA | 0.7 |
|
Aristotle Credit Partners LLC
✚
|
CA | 0.7 |