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Accredited Investor Services, LLC

● SEC registered since 2025CRD 148821SEC# 801-132984St. Cloud, MN
Export (members)
Reg. AUM
$485.1M
Employees
12
Accounts
1,425
Location
St. Cloud, MN

Accredited Investor Services, LLC assets under management

Accredited Investor Services, LLC is an investment advisory firm registered with the SEC based in St. Cloud, MN. The firm has been registered since 2025. It reports $485.1 million in regulatory assets under management and employs 12 people.
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Accredited Investor Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Cathy Lynne Juilfs ControlManaging Director/Ceo/Chief Compliance Officer25-50%2010
Jason Cameron Hallonquist ControlSenior Advisor25-50%2013
Nathan GoebelMember/Advisor10-25%2024
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Frequently asked questions

How much does Accredited Investor Services, LLC manage?

Accredited Investor Services, LLC reports $485.1 million in regulatory assets under management on its Form ADV.

How many employees does Accredited Investor Services, LLC have?

Accredited Investor Services, LLC reports 12 employees.

Where is Accredited Investor Services, LLC located?

Accredited Investor Services, LLC is based in St. Cloud, MN and has been SEC-registered since 2025.

Does Accredited Investor Services, LLC disclose fund performance?

Accredited Investor Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address622 Roosevelt Road, Suite 160, St. Cloud, MN 56301
Phone(320) 252-6552
Fax(320) 252-6534
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2028621
Discloses disciplinary historyNo

Assets under management

Discretionary$462.4M
Non-discretionary$22.7M
Total (RAUM)$485.1M