ALL TERRAIN FINANCIAL ADVISORS
ALL TERRAIN FINANCIAL ADVISORS, LLC Legal Name
Adviser information for ALL TERRAIN FINANCIAL ADVISORS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Minnesota, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 542 | $277.4M |
Non-Discretionary | 19 | $11.8M |
Total | 561 | $289.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 92 | $29.5M |
HNW Individuals | 84 | $258.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $938,588 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $317,295 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 14 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMFixed fees |
Principal Office
551 COON RAPIDS BOULEVARD NWCOON RAPIDS
MN
United States
Monday - Friday, 8:30 AM- 4:00 PM
Tel: 612-216-3501, Fax: 612-216-3504
Chief Compliance Officer
JOSEPH VANDAM
MEMBER
551 COON RAPIDS BOULEVARD NW
COON RAPIDS
MN
United States
Tel:
612-216-3501
Fax:
612-216-3504
C*********@*********M
(Full email address available in API data)
Regulatory Contact
BRIAN SKOLTE
MANAGING MEMBER
551 COON RAPIDS BOULEVARD NW
COON RAPIDS
MN
United States
Tel:
612-216-3501
Fax:
612-216-3504
B******@*********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VAN DAM, JOSEPH, LEE | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 08/2015 | 10-25% |
SKOLTE, BRIAN, JAMES | Individual | – | MANAGING MEMBER | 01/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC | COM | 13M | 62K | – |
ABBVIE INC | COM | 2M | 11K | – |
ABBOTT LABS | COM | 572K | 6K | – |
ISHARES TR | CORE US AGGBD ET | 5M | 47K | – |
PROSHARES TR II | ULTRA SILVER NEW | 779K | 21K | – |
APPLIED MATLS INC | COM | 236K | 1K | – |
ADVANCED MICRO DEVICES INC | COM | 457K | 3K | – |
AMGEN INC | COM | 2M | 6K | – |
AMERIPRISE FINL INC | COM | 266K | 623 | – |
AMAZON COM INC | COM | 7M | 35K | – |
ARISTA NETWORKS INC | COM | 280K | 800 | – |
AMERICAN EXPRESS CO | COM | 523K | 2K | – |
BOEING CO | COM | 237K | 1K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 298K | 3K | – |
BRISTOL-MYERS SQUIBB CO | COM | 233K | 6K | – |
BERKSHIRE HATHAWAY INC DEL | CL B New | 1M | 3K | – |
BLACKSTONE INC | COM | 254K | 2K | – |
CITIGROUP INC | COM NEW | 256K | 4K | – |
CONAGRA BRANDS INC | COM | 3M | 102K | – |
COLGATE PALMOLIVE CO | COM | 4M | 45K | – |
CLOROX CO DEL | COM | 2M | 12K | – |
COINBASE GLOBAL INC | COM CL A | 244K | 1K | – |
CISCO SYS INC | COM | 360K | 8K | – |
DOMINION ENERGY INC | COM | 1M | 27K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 12M | 32K | – |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 430K | 1K | – |
ISHARES TR | MSCI EMG MKT ETF | 4M | 103K | – |
ISHARES TR | MSCI EAFE ETF | 5M | 64K | – |
ISHARES TR | MSCI EAFE ETF | 352K | 5K | – |
FORD MTR CO DEL | COM | 228K | 18K | – |
FISERV INC | COM | 238K | 2K | – |
VANECK ETF TRUST | IG FLOATING RATE | 3M | 120K | – |
SPDR GOLD TR | GOLD SHS | 350K | 2K | – |
ALPHABET INC | CAP STK CL C | 831K | 5K | – |
ALPHABET INC | CAP STK CL A | 452K | 2K | – |
GOLDMAN SACHS GROUP INC | COM | 452K | 1K | – |
HONEYWELL INTL INC | COM | 5M | 21K | – |
HUBSPOT INC | COM | 236K | 400 | – |
ISHARES TR | S&P MC 400GR ETF | 384K | 4K | – |
ISHARES TR | S&P SML 600 GWT | 360K | 3K | – |
INTEL CORP | COM | 2M | 51K | – |
INTUITIVE SURGICAL INC | COM NEW | 756K | 2K | – |
ISHARES TR | S&P 500 GRWT ETF | 862K | 9K | – |
ISHARES TR | RUS 1000 GRW ETF | 234K | 643 | – |
ISHARES TR | RUSSELL 2000 ETF | 15M | 76K | – |
ISHARES TR | RUSSELL 2000 ETF | 7M | 33K | – |
JOHNSON & JOHNSON | COM | 1M | 10K | – |
JPMORGAN CHASE & CO | COM | 3M | 15K | – |
KIMBERLY-CLARK CORP | COM | 4M | 26K | – |
COCA COLA CO | COM | 337K | 5K | – |
SPDR SER TR | S&P REGL BKG | 540K | 11K | – |
ELI LILLY & CO | COM | 272K | 300 | – |
LOWES COS INC | COM | 28M | 129K | – |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 2M | 4K | – |
META PLATFORMS INC | CL A | 1M | 3K | – |
3M CO | COM | 1M | 14K | – |
MICROSOFT CORP | COM | 9M | 21K | – |
MICRON TECHNOLOGY INC | COM | 329K | 3K | – |
NETFLIX INC | COM | 479K | 710 | – |
NVIDIA CORPORATION | COM | 4M | 29K | – |
ORACLE CORP | COM | 826K | 6K | – |
PEPSICO INC | COM | 3M | 19K | – |
PROCTER AND GAMBLE CO | COM | 2M | 10K | – |
PRUDENTIAL FINL INC | COM | 2M | 16K | – |
INVESCO QQQ TR | UNIT SER 1 | 5M | 11K | – |
RTX CORPORATION | COM | 251K | 3K | – |
ISHARES TR | 1 3 YR TREAS BD | 2M | 26K | – |
ISHARES SILVER TR | ISHARES | 359K | 14K | – |
SOUTHERN CO | COM | 4M | 49K | – |
SPDR SER TR | PORTFOLIO SHORT | 3M | 108K | – |
SPDR S&P 500 ETF TR | TR UNIT | 46M | 84K | – |
SPDR S&P 500 ETF TR | TR UNIT | 6M | 11K | – |
AT&T INC | COM | 2M | 95K | – |
ISHARES TR | TIPS BD ETF | 260K | 2K | – |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 1M | 35K | – |
TRAVELERS COMPANIES INC | COM | 304K | 1K | – |
UNION PAC CORP | COM | 1M | 6K | – |
US BANCORP DEL | COM NEW | 4M | 97K | – |
UNITED STS OIL FD LP | UNITS | 211K | 3K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 741K | 3K | – |
VANGUARD INDEX FDS | GROWTH ETF | 216K | 578 | – |
VERIZON COMMUNICATIONS INC | COM | 375K | 9K | – |
WELLS FARGO CO NEW | COM | 671K | 11K | – |
WALMART INC | COM | 5M | 71K | – |
SELECT SECTOR SPDR TR | FINANCIAL | 363K | 9K | – |
SELECT SECTOR SPDR TR | FINANCIAL | 329K | 8K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 334K | 5K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 277K | 2K | – |
EXXON MOBIL CORP | COM | 596K | 5K | – |