A
CRD: 323765
ALL Star Financial
Minneapolis, MN, 55431
9528963820
$881.7M Total AUM
$881.7M Disc. AUM
9.4% 3Y CAGR
14 Employees
572 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2022
- Office Locations
- 1
Office Locations
3800 American Blvd West Suite 620 Minneapolis MN
About ALL Star Financial
ALL Star Financial is a Minneapolis-based RIA. The firm has been operating for 3 years. Managing $881.7M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$176.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.6 yrs AVG TENURE
14 Employees
5 Advisory Reps
5 RIA Reps
3yrs Firm Age
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Atlas peak Unison foundation Vital zenith
Investment Vehicles
Catalyst beacon
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Owner & Executives
R
ROBERT JOHN KLEFSAAS
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #1228990
- Ownership
- 75% or more
(538) 910-2944
horizon.element@focuscapital.com
in linkedin.com/in/vertex-frontier
M
MATTHEW ALAN BERHOW
Wealth Advisor
- CRD
- #4491652
- Ownership
- 10% but less than 25%
(286) 426-4827
quantum.bridge@valuecapital.com
in linkedin.com/in/vector-zenith
V
Vertex value
Beacon peak frontier
- CRD
- #28585
- Ownership
- 34.2%
(877) 523-8737
oak.unison@momentumcapital.com
in linkedin.com/in/ember-crest
Showing 2 of 3 owners & executives
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C
Connie Marie Biselx
--
- CRD
- #7249713
(412) 934-6489
vertex.eagle@timbercapital.com
in linkedin.com/in/catalyst-peak
Grant Robert Germscheid
Wealth Advisor
- CRD
- #6796264
(373) 648-9897
ember.signal@vertexcapital.com
in linkedin.com/in/quantum-zenith
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $881,693,500 | $479,442 |
| Non-Discretionary | $0 | -- |
| Total | $881,693,500 | $479,442 |
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Separately Managed Accounts
Total SMA Asset: $881,693,500
Public Funds:
33.8% Equity - Exchange:
41.8% Cash:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,805,782,371 | 33.8% |
| Equity - Exchange | $2,233,186,483 | 41.8% |
| Cash | $1,303,582,540 | 24.4% |
| Total | $5,342,551,394 | 100.0% |