Dedeker Financial LLC

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Assets, Funds, Holdings

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Dedeker Financial LLC
CRD #325537
SEC #801-127915
CIK #
AUM $137.0 M (2025-03-27)
Employees 2 (100% Investors, 0% Brokers)
Phone612-347-8668
Address600 Hwy 169 S
St Louis Park, MN 55426
Source [IAPD] [Website]
Total AUM ($M)
14011284562802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 189 90.0
(b) Individuals (high net worth individuals) 137 47.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 346 137.0
By Discretionary
Discretionary 326 130.0
Non-Discretionary 20 7.0
Total 346 137.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 137.0
Total 346 137.0
Comparable Firms State AUM ($B)
Defined Financial Planning LLC
CA 0.1
Georgia Wealth Partners LLC
GA 0.1
Risk Management Group LLC
MD 0.1
Saxon Securities LLC
CA 0.1
Bellwether Investment Group LLC
TN 0.1
Plus Group Wealth Advisors LLC
WI 0.1
McAlvany Wealth Management LLC
CO 0.1
BWA LLC
CA 0.1
Bluebird Wealth Management LLC
MA 0.1
Palos Management Inc
0.1
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