Gradient Investments LLC


Assets, Funds, Holdings

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Gradient Investments LLC
CRD #141726
SEC #801-70812
AUM $2.6 BB (93% Disc, 100% US, 2020-03-13)
Employees29 (45% Investors, 0% Brokers)
Address4105 Lexington Avenue North
Arden Hills, MN 55126
Source [IAPD] [Website] [Twitter]
Total AUM ($BB)
Sector Issuer Cap ($MM) Value ($MM)
SPLV 332.5
SPAB 102.9
VCSH 99.6
SPLG 82.7
SPSB 71.4
SPDW 61.9
MBB 34.4
SPEM 26.3
SHYG 25.2
SPSM 24.2
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Azimuth Capital Management LLC
MI 2.6
Western International Securities Inc
CA 2.6
Lotsoff Capital Management
IL 2.6
Sprott Asset Management Inc
JFS Wealth Advisors LLC
PA 2.6
Broad Run Investment Management LLC
VA 2.6
Brown Alex Investment Management A Maryland L
MD 2.6
Mission Wealth Management LP
CA 2.6
Edwards AG Trust Co FSB
MO 2.6
CMG First State Singapore
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