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| Gradient Securities LLC
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| |
|---|---|
| CRD # | 127701 |
| SEC # | 801-80807 |
| CIK # | |
| AUM | $591.1 M (2025-06-18) |
| Employees | 62 (100% Investors, 94% Brokers) |
| Phone | 866-991-1539 |
| Address | 4105 Lexington Avenue N Arden Hills, MN 55126 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,143 | 430.3 |
| (b) Individuals (high net worth individuals) | 117 | 154.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,322 | 591.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 7,322 | 591.1 |
| Total | 7,322 | 591.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.1 | |
| Total | 7,322 | 591.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northwest Investment Counselors LLC
✚
|
OR | 0.6 |
|
Quantum Financial Planning Services Inc
✚
|
WA | 0.6 |
|
Cyrus J Lawrence LLC
✚
|
NY | 0.6 |
|
Quantum Financial Services Inc
✚
|
IN | 0.6 |
|
Compass Capital Corporation
✚
|
MA | 0.6 |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 0.6 |
|
RPG Family Wealth Advisory LLC
✚
|
MA | 0.6 |
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.6 |
|
Jacobson & Schmitt Advisors LLC
✚
|
WI | 0.6 |
|
Siharum Advisors LLC
✚
|
MA | 0.6 |