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Charles e. Lucius Arizona Separate Property Revocable Trust

MemberGradient Investments, LLC

About Charles e. Lucius Arizona Separate Property Revocable Trust

Charles e. Lucius Arizona Separate Property Revocable Trust is listed as Member at Gradient Investments, LLC in Arden Hills, MN. Form ADV reports a beneficial ownership band of 50-75%. Charles e. Lucius Arizona Separate Property Revocable Trust is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Gradient Investments, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles e. Lucius Arizona Separate Property Revocable Trust work?

Charles e. Lucius Arizona Separate Property Revocable Trust is listed as Member at Gradient Investments, LLC on SEC Form ADV.

How much of Gradient Investments, LLC does Charles e. Lucius Arizona Separate Property Revocable Trust own?

Form ADV reports a beneficial ownership band of 50-75%.

Gradient Investments, LLC

TitleMember
Ownership50-75%
Control personYes
Since2023
View Gradient Investments, LLC →

Gradient Investments, LLC

TitleMember
Ownership50-75%
Control personYes
Since2025
View Gradient Investments, LLC →