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ALL TERRAIN FINANCIAL ADVISORS

551 Coon Rapids Boulevard Nw
Coon Rapids, Minnesota 55433
Tel: 612-216-3501

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About ALL TERRAIN FINANCIAL ADVISORS

ALL TERRAIN FINANCIAL ADVISORS, formally registered with the SEC as ALL TERRAIN FINANCIAL ADVISORS. The firm was established in 12/31/2016. They have over 1 offices throughout the country.

ALL TERRAIN FINANCIAL ADVISORS is a Coon Rapids, Minnesota based Financial Planning firm with nearly $289,153,144 assets under management, offering retirement planning & investment advisory services to 561 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#286683
SEC#801-109958
Assets Managed by Firm$289,153,144
No. of Clients561
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (TAMP / SUB-ADVISORY)

Firm Client Information

No. of ClientsAUM
Firm Total561$289,153,144
Individuals (other than high net worth individuals)92$29,521,105
High net worth individuals84$258,376,156
Charitable organizationsFewer than 5 clients$938,588
Corporations or other businessesFewer than 5 clients$317,295

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