| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Keith Estall Control | President/ Elected Manager | Under 5% | 2017 |
| Catherine Ann Peters | Chief Compliance Officer | Under 5% | 2014 |
| Charles e. Lucius Arizona Separate Property Revocable Trust Control | Member/Owner | Over 75% | 2022 |
Gradient Advisors, LLC reports $218.6 million in regulatory assets under management on its Form ADV.
Gradient Advisors, LLC reports 169 employees.
Gradient Advisors, LLC is based in Arden Hills, MN and has been SEC-registered since 2010.
Gradient Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4105 Lexington Avenue N., Suite 225, Arden Hills, MN 55126 |
| Phone | 877-885-0508 |
| Fax | 651-604-8327 |
| Office hours | 5-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $218.6M |
| Total (RAUM) | $218.6M |