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All Terrain Financial Advisors

All Terrain Financial Advisors is an investment advisor in Coon Rapids with $495.85M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474639732
SEC advisor number
801-109958
FINRA CRD number
286683
AUM ?
$495.85M (as of 29 Mar 21)
Accounts
530 (as of 29 Mar 21)
Employees
4 (4 investment advisory or research)
Address
All Terrain Financial Advisors
551 COON RAPIDS BLVD NW
COON RAPIDS
MN 55433
Phone
6122163501

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 76 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$39.56M 92.19K 92.57K -0.4
$26.17M 129K NEW
$14.14M 64.64K 64.05K +0.9
$9.98M 29.49K 28.4K +3.8
$9.94M 70.22K 81.7K -14.0
$7.33M 26.01K 36.83K -29.4
SPDR S&P Midcap 400 Etf TR
$6.62M 13.76K 13.6K +1.2
$6.61M 37.68K 37.76K -0.2
$6.25M 1.9K 2.64K -28.0
$5.79M 114.99K 110.14K +4.4
$5.77M 50.21K 45.61K +10.1
$4.17M 70.1K 70.53K -0.6
$4.14M 19.51K 19.57K -0.3
$4.09M 131.02K 121.49K +7.8
$3.97M 11.09K 11.08K +0.1
$3.86M 152.13K NEW
$3.83M 49.1K 41.83K +17.4
$3.48M 80.8K 80.76K 0
$3.3M 21.94K 21.89K +0.2
$3.29M 23.62K 23.59K +0.1
$3.05M 40.39K 39.94K +1.1
$3.02M 22.77K 22.72K +0.2
$3M 34.78K 32.5K +7.0
$2.88M 46.51K 46.38K +0.3
$2.85M 84.24K 82.48K +2.1
$1.97M 6.01K 6.1K -1.5
$1.87M 35.15K 35.34K -0.5
$1.84M 11.22K 10.97K +2.3
$1.79M 37.13K 33.94K +9.4
$1.47M 9.09K 11.13K -18.3
$1.31M 12.14K 11.59K +4.7
$1.31M 6.14K 6.17K -0.5
$1.27M 17.36K 17.61K -1.5
$1.1M 40.75K 40.73K 0
$1.08M 3.95K 3.55K +11.4
$1M 13.54K 13.54K 0
$968K 11.11K 11.11K 0
$881K 3.97K 4.39K -9.6
$742K 6.28K 6.28K 0
$616K 231 131 +76.3
$565K 4.35K 4.5K -3.3
$539K 9.89K 9.89K 0
$531K 9.83K 9.1K +8.0
$529K 3.16K 3.16K 0
$451K 12.01K 11.85K +1.4
$436K 4.36K 4.55K -4.2
$435K 8.3K 8.1K +2.5
$429K 8.24K 8.24K 0
$428K 7.23K 7.23K 0
$401K 5.07K 5.07K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

29 Nov 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings