551 Coon Rapids Boulevard Nw
Coon Rapids, Minnesota 55433
Tel: 612-216-3501
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286683 |
SEC# | 801-109958 |
Assets Managed by Firm | $289,153,144 |
No. of Clients | 561 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 561 | $289,153,144 |
Individuals (other than high net worth individuals) | 92 | $29,521,105 |
High net worth individuals | 84 | $258,376,156 |
Charitable organizations | Fewer than 5 clients | $938,588 |
Corporations or other businesses | Fewer than 5 clients | $317,295 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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