Gradient Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Gradient Investments LLC
CRD #141726
SEC #801-70812
CIK #
AUM $2.6 BB (93% Disc, 100% US, 2020-03-13)
Employees29 (45% Investors, 0% Brokers)
Phone888-824-3525
Address4105 Lexington Avenue North
Arden Hills, MN 55126
Source [IAPD] [Website] [Twitter]
Total AUM ($BB)
5.04.03.02.01.00.02006201120162021
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 ($)
1.71.41.00.70.30.02014201620182020
Comparable Firms State AUM ($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
2.6
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
2.6
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com