PPrivate Fund Data Log in Join · $37/mo

Charles Edward Lucius

TrusteeGradient Investments, LLCCRD 1012912

About Charles Edward Lucius

Charles Edward Lucius is listed as Trustee at Gradient Investments, LLC in Arden Hills, MN. Form ADV reports a beneficial ownership band of Over 75%. Charles Edward Lucius is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Gradient Investments, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Charles Edward Lucius work?

Charles Edward Lucius is listed as Trustee at Gradient Investments, LLC on SEC Form ADV.

How much of Gradient Investments, LLC does Charles Edward Lucius own?

Form ADV reports a beneficial ownership band of Over 75%.

Gradient Investments, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2023
View Gradient Investments, LLC →

Gradient Advisors, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2023
View Gradient Advisors, LLC →