| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Lin Wolberg Control | President | Over 75% | 2021 |
| Kingston Marland Hollman Control | Chief Compliance Officer | Under 5% | 2022 |
Great River Financial LLC reports $162.1 million in regulatory assets under management on its Form ADV.
Great River Financial LLC reports 4 employees.
Great River Financial LLC is based in Plymouth, MN and has been SEC-registered since 2021.
Great River Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9800 Shelard Pkwy, Suite 113, Plymouth, MN 55441 |
| Phone | 763-231-7581 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $162.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $162.1M |