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All Star Financial LLC

● SEC registered since 2022CRD 323765SEC# 801-126834Minneapolis, MN
Export (members)
Reg. AUM
$758M
Employees
13
Accounts
1,759
Location
Minneapolis, MN

All Star Financial LLC assets under management

All Star Financial LLC is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2022. It reports $758 million in regulatory assets under management and employs 13 people.
www.allstarfinancial.comView on SEC.gov ↗

All Star Financial LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric James GardnerMember5-10%2024
Matthew Alan BerhowMember10-25%2022
Robert John Klefsaas ControlPresident/Chief Compliance Officer/Managing MemberOver 75%2022

Frequently asked questions

How much does All Star Financial LLC manage?

All Star Financial LLC reports $758 million in regulatory assets under management on its Form ADV.

How many employees does All Star Financial LLC have?

All Star Financial LLC reports 13 employees.

Where is All Star Financial LLC located?

All Star Financial LLC is based in Minneapolis, MN and has been SEC-registered since 2022.

Does All Star Financial LLC disclose fund performance?

All Star Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3800 American Blvd West, Suite 620, Minneapolis, MN 55431
Phone952-896-3820
Fax952-896-3819
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$758M
Non-discretionary$0
Total (RAUM)$758M