GRADIENT ADVISORS, LLC

4105 Lexington Avenue N.
Suite 225
Arden Hills, Minnesota 55126
Tel: 877-885-0508

About GRADIENT ADVISORS, LLC

GRADIENT ADVISORS, LLC, formally registered with the SEC as GRADIENT ADVISORS, LLC. The firm was established in 02/10/2010. They have over 130 offices throughout the country.

GRADIENT ADVISORS, LLC is a Arden Hills, Minnesota based Financial Planning firm with nearly $207,096,853 assets under management, offering retirement planning & investment advisory services to 2706 clients. The firm is staffed with 157 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152665
SEC#	801-71000
Assets Managed by Firm	$207,096,853
No. of Clients	2706
No. of Advisors	157

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2706	$207,096,853
Individuals (other than high net worth individuals)	2658	$126,051,462
High net worth individuals	45	$80,683,378
Pension and profit sharing plans	Fewer than 5 clients	$302,215
Corporations or other businesses	Fewer than 5 clients	$59,798

More Retirement Planning firms in Arden Hills, Minnesota:

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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