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| All Star Financial LLC
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|
|---|---|
| CRD # | 323765 |
| SEC # | 801-126834 |
| CIK # | |
| AUM | $881.7 M (2026-02-06) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 952-896-3820 |
| Address | 3800 American Blvd West Minneapolis, MN 55431 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 353 | 199.5 |
| (b) Individuals (high net worth individuals) | 188 | 483.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 180.7 |
| (h) Charitable organizations | 3 | 10.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,839 | 881.7 |
| By Discretionary | ||
| Discretionary | 1,839 | 881.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,839 | 881.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 881.7 | |
| Total | 1,839 | 881.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Robert Harrell Incorporated
✚
|
TX | 0.9 |
|
New World Advisors LLC
✚
|
MA | 0.9 |
|
Lebenthal Diversified Asset Management Inc
✚
|
NY | 0.9 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.9 |
|
Optas LLC
✚
|
TX | 0.9 |
|
Freedom Advisory LLC
✚
|
PR | 0.9 |
|
Park Place Capital Corporation
✚
|
AL | 0.9 |
|
Transatlantique Private Wealth LLC
✚
|
NY | 0.9 |
|
Alongside LLC
✚
|
TX | 0.9 |
|
Chatham Capital Group Inc
✚
|
GA | 0.9 |