Gradient Advisors, LLC
Gradient Advisors, LLC (CRD# 152665) is a financial advisory firm headquartered in Arden Hills, MN. They manage $207,096,853 in 2,706 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management207MILLION
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
William Roach (CRD# 1958205) is an Investment Advisor Representative working at Gradient Advisors, LLC in Greensboro, NC and has over 34 years of experience in the finance industry.
Ian Sample (CRD# 4810080) is an Investment Advisor Representative working at Gradient Advisors, LLC in Naples, FL and has over 15 years of experience in the finance industry.
Travis Sherman (CRD# 4436084) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 22 years of experience in the finance industry.
Troy Simonson (CRD# 6704184) is an Investment Advisor Representative working at Gradient Advisors, LLC in Portage, WI and has over 7 years of experience in the finance industry.
Kevin Smith (CRD# 5766480) is an Investment Advisor Representative working at Gradient Advisors, LLC in Roanoke, VA and has over 13 years of experience in the finance industry.
Garry Snow (CRD# 6533517) is an Investment Advisor Representative working at Gradient Advisors, LLC in Pocahontas, AR and has over 8 years of experience in the finance industry.
Thomas Steele (CRD# 1034322) is an Investment Advisor Representative working at Gradient Advisors, LLC in Riverside, CA and has over 3 years of experience in the finance industry.
David Tauzin (CRD# 3209710) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 19 years of experience in the finance industry.
Roxanne Theodoropoulos (CRD# 5469335) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 16 years of experience in the finance industry.
Stephen Ting (CRD# 3091282) is an Investment Advisor Representative working at Gradient Advisors, LLC in Pasadena, CA and has over 25 years of experience in the finance industry.