GRADIENT INVESTMENTS, LLC

CRD 141726 · SEC 801-70812

Visit website

4105 LEXINGTON AVENUE NORTH, SUITE 250, ARDEN HILLS, MN, 55126, United States

Phone

888-824-3525

Fax

651-212-2566

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.20B

Discretionary AUM

$8.20B

Team

40 total employees; 14 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	24859	$5.37B
High net worth individuals	1701	$2.83B
Pension/profit sharing plans	3	$4.0M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.facebook.com/Gradient-Investments-LLC-236379150467050/
HTTP://WWW.GRADIENTINVESTMENTS.COM
HTTP://TWITTER.COM/GI_INVEST

Official SEC filing: View on IAPD