The GRADIENT GROUP is a privately held investment adviser that advises $9.1Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GRADIENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 146.99% over the last 5-years.
The Group has been registered with the SEC for 16.67 years and is comprised of 3 filing and 0 relying advisers. They operate out of 46 office locations with their Headquarters at 4105 LEXINGTON AVENUE NORTH SUITE 250, ARDEN HILLS, MINNESOTA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 281 employees comprised of 248 investment and 33 non-investment staff. The total number of Employees increased by 30.09% over the last 5-years.
Their $9.1Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 10 other accounts. Assets of Individuals clients own $6.01Bn or 66.07% of Total Assets and High Net Worth Individuals own $3.08Bn or 33.81% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
GRADIENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.