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| Gradient Securities LLC
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|---|---|
| CRD # | 127701 |
| SEC # | 801-80807 |
| CIK # | |
| AUM | 607.9 M (2026-04-13) |
| Employees | 67 (100% Investors, 97% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-991-1539 |
| Address | 4105 Lexington Avenue N Arden Hills, MN 55126 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,386 | 453.1 |
| (b) Individuals (high net worth individuals) | 160 | 147.9 |
| (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 | 3 | 2.7 |
| (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 | 4 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,848 | 607.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5,848 | 607.9 |
| Total | 5,848 | 607.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.9 | |
| Total | 5,848 | 607.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 251 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strengthening Families & Communities LLC
✚
|
MA | 610.0 M |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 609.9 M |
|
Wespac Advisors Socal LLC
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CA | 609.8 M |
|
CornerStone Wealth Advisors Inc
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MN | 608.7 M |
|
J Stern & Co LLC
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NY | 608.6 M |
|
Central Family Advisors LLC
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NY | 608.3 M |
|
Rose Capital Advisors LLC
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|
FL | 608.3 M |
|
Beacon Harbor Wealth Advisors Inc
✚
|
VA | 608.3 M |
|
The Enterprise Investment Company
✚
|
MI | 607.1 M |
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 606.0 M |