Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205397206
SEC advisor number
801-70812
FINRA CRD number
141726
AUM ?
$5.27 bn
(as of 5 Apr 24)
Accounts
56,752
(as of 5 Apr 24)
Employees
39
(14 investment advisory or research)
Address
Gradient Investments
4105 LEXINGTON AVENUE NORTH
SUITE 250
ARDEN HILLS
MN 55126
4105 LEXINGTON AVENUE NORTH
SUITE 250
ARDEN HILLS
MN 55126
Phone
888-824-3525
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 May 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22