GRADIENT INVESTMENTS, LLC

4105 Lexington Avenue North
Suite 250
Arden Hills, Minnesota 55126
Tel: 888-824-3525

About GRADIENT INVESTMENTS, LLC

GRADIENT INVESTMENTS, LLC, formally registered with the SEC as GRADIENT INVESTMENTS, LLC. The firm was established in 12/01/2009. They have over 1 offices throughout the country.

GRADIENT INVESTMENTS, LLC is a Arden Hills, Minnesota based Financial Planning firm with nearly $6,513,105,049 assets under management, offering retirement planning & investment advisory services to 65767 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141726
SEC#	801-70812
Assets Managed by Firm	$6,513,105,049
No. of Clients	65767
No. of Advisors	40

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	65767	$6,513,105,049
Individuals (other than high net worth individuals)	23056	$4,572,442,522
High net worth individuals	1183	$1,933,217,890
Pension and profit sharing plans	4	$7,444,637

More Retirement Planning firms in Arden Hills, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
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
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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