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| Gradient Investments LLC
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| |
|---|---|
| CRD # | 141726 |
| SEC # | 801-70812 |
| CIK # | 0001542265 |
| AUM | $5.3 BB (2024-01-24) |
| Employees | 39 (36% Investors, 0% Brokers) |
| Phone | 888-824-3525 |
| Address | 4105 Lexington Avenue North Arden Hills, MN 55126 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| GOOG | 1,482.6 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| UNH | 477.0 | 0.1 | |
| GLDM | 0.0 | ||
| CVX | 294.6 | 0.0 | |
| GS | 102.9 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,720 | 3.8 |
| (b) Individuals (high net worth individuals) | 703 | 1.1 |
| (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 | 4 | 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 | 56,697 | 4.9 |
| By Discretionary | ||
| Discretionary | 56,697 | 4.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 56,697 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 56,697 | 4.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542265] |
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|---|---|---|
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Promanage LLC
✚
|
IL | 5.4 |
|
Aptus Capital Advisors LLC
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AL | 5.3 |
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Janney Capital Management LLC
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PA | 5.3 |
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Capital Investment Advisors LLC
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GA | 5.3 |
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RPA Financial LLC
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CA | 5.3 |
|
First Foundation Advisors
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CA | 5.2 |
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Harbor Investment Advisory LLC
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|
MD | 5.2 |
|
The Huntington Investment Company
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OH | 5.2 |
|
WCG Wealth Advisors LLC
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NV | 5.2 |
|
Cidel Asset Management Inc
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5.2 |