All Terrain Financial Advisors, LLC (Coon Rapids)

All Terrain Financial Advisors, LLC is a large advisory firm based in Coon Rapids. It manages $266.8 million of regulatory assets for 660 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Minnesota, Nebraska, Texas, and Wisconsin.

All Terrain Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

All Terrain Financial Advisors: assets under management

The assets under management (AUM) of All Terrain Financial Advisors, LLC is $266.8 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $260.29 million in discretionary accounts and $6.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $399.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $723.36 thousand.

All Terrain Financial Advisors has custody of $105.89 million in cash and securities for 67 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 55% of the total AUM. The second-largest asset type is investment and business development companies, which make up 39% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay All Terrain Financial Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients All Terrain Financial Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of All Terrain Financial Advisors is high net worth individuals with 84 clients and $220.5 million of assets under management. Among the 11 most similar advisory firms, All Terrain Financial Advisors has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $251.16 million for 201 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

All Terrain Financial Advisors doesn't advise any private funds.

Careers at All Terrain Financial Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Coon Rapids

The principal office where All Terrain Financial Advisors, LLC performs its advisory services is located at 551 Coon Rapids Boulevard, Coon Rapids, MN 55433, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-216-3501 or by fax 612-216-3504. The normal business hours are 8:00 am- 5:00 pm on Monday - Friday. You can find more information about the New York firm at alltfa.com/.

Registered investment advisers similar to All Terrain Financial Advisors, LLC

• Wells Fargo Van Kasper
• Thompson Wealth Management
• Oncubic, L.L.C
• Middleton Dickinson Capital Management
• Wittenberg Investment Management
• Hoyem Wealth Management
• Squar Milner Financial Services
• Integrated Wealth Advisory Services
• Conduit Capital Partners
• Bridge Creek Capital Management
• Symons Capital Management
• Northlanding Financial Partners
• Whitetip Capital
• Sagamore Hill Capital Management
• Winning Points Advisors, L.L.C