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SUPERIOR FINANCIAL, LLC
CRD 148326 · SEC 801-136350
3265 19TH STREET NW, SUITE 320, ROCHESTER, MN, 55901, United States
Phone
507-316-0160
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.2M
Discretionary AUM
$112.2M
Team
1 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $37.6M |
| High net worth individuals | 30 | $74.6M |
States served
MN, WI, TX
All web addresses on file
Official SEC filing: View on IAPD