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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| All Star Financial LLC
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| CRD # | 323765 |
| SEC # | 801-126834 |
| CIK # | |
| AUM | $758.0 M (2025-03-24) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 952-896-3820 |
| Address | 3800 American Blvd West Minneapolis, MN 55431 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 154.8 |
| (b) Individuals (high net worth individuals) | 222 | 452.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 135.1 |
| (h) Charitable organizations | 3 | 9.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,759 | 758.0 |
| By Discretionary | ||
| Discretionary | 1,759 | 758.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,759 | 758.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 758.0 | |
| Total | 1,759 | 758.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CFM Wealth Partners LLC
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|
TX | 0.8 |
|
Affinity Wealth Management LLC
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|
DE | 0.8 |
|
Pennsylvania Capital Management Inc
✚
|
PA | 0.8 |
|
Strategic Advisors LLC
✚
|
NY | 0.8 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.8 |
|
BHK Investment Advisors LLC
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|
AL | 0.8 |
|
Morling Financial Advisors LLC
✚
|
CA | 0.8 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.8 |
|
Mirador Capital Partners LP
✚
|
CA | 0.8 |
|
Torreyana Capital LLC
✚
|
CA | 0.8 |