Investment adviser · CRD 293240
GRADIENT FINANCIAL DIRECT, LLC
Investment adviser filing (IA)
ARDEN HILLS, MN, United States · Form ADV filed Mar 12, 2019
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 4 | Not reported | Not reported |
Filing source
Form ADV 1284310 · Mar 12, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2019. View historical filings
Reported services
Financial planning · Selection of other advisers
Compensation
Fixed
Principal office
4105 LEXINGTON AVENUE NORTH, SUITE 320ARDEN HILLS, MN, 55126, United States
CRD 293240
Filing source
Form ADV 1284310 · Mar 12, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.