ALL STAR FINANCIAL
ALL STAR FINANCIAL LLC Legal Name
Adviser information for ALL STAR FINANCIAL last updated from Form ADV on March 18th, 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 | 13 |
|---|---|
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,819 | $724.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1,819 | $724.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 359 | $150.1M |
| HNW Individuals | 233 | $448.0M |
| 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 | 11 | $118.6M |
| Charitable organizations | 3 | $2.6M |
| 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 | 2 | $5.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-126834 |
|---|---|
| SEC ERA File Number | 801-126834 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323765 |
| Legal Entity Identifier | None |
Principal Office
3800 AMERICAN BLVD WESTSUITE 620
MINNEAPOLIS
MN
United States
Monday - Friday, BY APPOINTMENT
Tel: 952-896-3820, Fax: 952-896-3819
Chief Compliance Officer
ROBERT J. KLEFSAAS
PRESIDENT
3800 AMERICAN BLVD WEST
SUITE 620
MINNEAPOLIS
MN
United States
Tel:
952-896-3820
Fax:
952-896-3819
A**@*******************M
(Full email address available in API data)
Industry Affiliates
| BANKVISTA | Banking or thrift institution |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KLEFSAAS, ROBERT, JOHN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 07/2022 | > 75% |
| BERHOW, MATTHEW, ALAN | Individual | – | MEMBER | 07/2022 | 10-25% |
| Gardner, Eric, James | Individual | – | MEMBER | 01/2024 | 5-10% |