GREAT RIVER FINANCIAL

9800 Shelard Pkwy
Suite 113
Plymouth, Minnesota 55441
Tel: 763-231-7581

About GREAT RIVER FINANCIAL

GREAT RIVER FINANCIAL, formally registered with the SEC as GREAT RIVER FINANCIAL. The firm was established in 06/24/2021. They have over 1 offices throughout the country.

GREAT RIVER FINANCIAL is a Plymouth, Minnesota based Financial Planning firm with nearly $162,062,965 assets under management, offering retirement planning & investment advisory services to 394 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314172
SEC#	801-121581
Assets Managed by Firm	$162,062,965
No. of Clients	394
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	394	$162,062,965
Individuals (other than high net worth individuals)	75	$20,695,538
High net worth individuals	56	$141,367,427

More Retirement Planning firms in Plymouth, 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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