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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| All Terrain Financial Advisors LLC
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| CRD # | 286683 |
| SEC # | 801-109958 |
| CIK # | 0001731358 |
| AUM | $323.6 M (2025-03-21) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 612-216-3501 |
| Address | 551 Coon Rapids Boulevard NW Coon Rapids, MN 55433 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lowes Companies Inc | 28.6 | ||
| Apple Inc | 12.4 | ||
| Microsoft Corp | 10.7 | ||
| Amazon Com Inc | 7.7 | ||
| Honeywell International Inc | 4.8 | ||
| Southern Co | 4.6 | ||
| Nvidia Corp | 4.4 | ||
| US Bancorp de | 4.3 | ||
| Colgate Palmolive Co | 3.9 | ||
| Kimberly Clark Corp | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 30.8 |
| (b) Individuals (high net worth individuals) | 87 | 291.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 323.6 |
| By Discretionary | ||
| Discretionary | 574 | 311.8 |
| Non-Discretionary | 21 | 11.9 |
| Total | 595 | 323.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 323.6 | |
| Total | 595 | 323.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731358] |
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|---|---|---|
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Houlihan Financial Resource Group Ltd
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VA | 0.3 |
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Perennial Advisors Group LLC
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MA | 0.3 |
|
Leeward Financial Partners LLC
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0.3 | |
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Prudent Man Investment Management Inc
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CO | 0.3 |
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Kennicott Capital Management LLC
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0.3 | |
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S & P Financial Inc
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AFT Forsyth & Sober LLC
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FL | 0.3 |
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Shira Ridge Wealth Management
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CA | 0.3 |
|
Mindset Wealth Management LLC
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IN | 0.3 |
|
SFM LLC
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NH | 0.3 |