TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
EM
EM
Ernesto De La Torre Marin
Gradient Investments, LLC
3 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Gradient Investments, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
22 advisors
Number of Clients
24,542 clients
Average Client Portfolio
$267K average
Assets Under Management
$6.6B
Fee Structure
Minimum Investment:
$25K
Financial Planning:
Investment management only
Loading...
Location
4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Criminal
June 2017
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Gradient Investments, LLC
June 2022 - Present · 3 yrs 8 mos
State Registrations
2 states
MN
TX
Advisor
Exams
No exam information available for this advisor.