3800 American Blvd West
Suite 620
Minneapolis, Minnesota 55431
Tel: 952-896-3820
ALL STAR FINANCIAL, formally registered with the SEC as ALL STAR FINANCIAL. The firm was established in 11/04/2022. They have over 1 offices throughout the country.
ALL STAR FINANCIAL is a Minneapolis, Minnesota based Financial Planning firm with nearly $757,987,510 assets under management, offering retirement planning & investment advisory services to 1759 clients. The firm is staffed with 14 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323765 |
| SEC# | 801-126834 |
| Assets Managed by Firm | $757,987,510 |
| No. of Clients | 1759 |
| No. of Advisors | 14 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1759 | $757,987,510 |
| Individuals (other than high net worth individuals) | 342 | $154,804,706 |
| High net worth individuals | 222 | $452,889,549 |
| Pension and profit sharing plans | 8 | $135,131,988 |
| Charitable organizations | 3 | $9,396,311 |
| Corporations or other businesses | 2 | $5,764,956 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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