ALL TERRAIN FINANCIAL ADVISORS

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

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 Status	Approved
Firm CRD#	286683
SEC#	801-109958
Assets Managed by Firm	$289,153,144
No. of Clients	561
No. of Advisors	4

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 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

More Retirement Planning firms in Coon Rapids, 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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