$112.2M Total AUM
$112.2M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2013
- Office Locations
- 1
Office Locations
3265 19th Street NW Suite 320 Rochester MN
About Superior Financial, LLC
Superior Financial, LLC is a Minnesota-registered RIA based in Rochester serving retail clients with financial planning and investment planning, including tax, estate and college planning and insurance/life insurance coordination. Portfolios are constructed primarily with public funds and ETFs, complemented by fixed income and select alternatives such as real estate and private equity. Custody is commonly held at Charles Schwab.
Team overview
53 AVG AGE
$112.2M AVG AUM / ADVISOR
$824.9K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PETER SCOTT MELSNESS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5130671
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,181,935 | $291,382 |
| Non-Discretionary | $0 | -- |
| Total | $112,181,935 | $291,382 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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