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GREAT RIVER FINANCIAL
GREAT RIVER FINANCIAL LLC
CRD 314172 · SEC 801-121581
9800 SHELARD PKWY, SUITE 113, PLYMOUTH, MN, 55441, United States
Phone
763-231-7581
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.9M
Discretionary AUM
$201.9M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $30.7M |
| High net worth individuals | 56 | $171.2M |
States served
MN, NE, TX, NH
All web addresses on file
Official SEC filing: View on IAPD