Assets Under Management
$6.6B
Number of Clients
24,542
Number of Advisors
22
Average Client AUM
$267K
AUM per Advisor
$298.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gradient Investments, LLC is an SEC-registered investment advisor providing investment management services to institutional accounts, individuals, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and small businesses. GI is a fee-only firm and does not act as a custodian of client assets. Clients are often introduced through independent referring parties.
4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126