Accredited Investor Services, LLC
● SEC registered since 2025CRD 148821SEC# 801-132984St. Cloud, MN
Reg. AUM
$591M
Employees
13
Accounts
1,427
Location
St. Cloud, MN
Accredited Investor Services, LLC assets under management
Accredited Investor Services, LLC is an investment advisory firm registered with the SEC based in St. Cloud, MN. The firm has been registered since 2025. It reports $591 million in regulatory assets under management and employs 13 people.
Accredited Investor Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathy Lynne Juilfs Control | Member/Ceo/President/Senior Advisor | 25-50% | 2010 |
| Jason Cameron Hallonquist Control | Member/Cio/Senior Advisor | 25-50% | 2013 |
| Nathan Goebel | Member/Cco/Advisor | 10-25% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Accredited Investor Services, LLC manage?
Accredited Investor Services, LLC reports $591 million in regulatory assets under management on its Form ADV.
How many employees does Accredited Investor Services, LLC have?
Accredited Investor Services, LLC reports 13 employees.
Where is Accredited Investor Services, LLC located?
Accredited Investor Services, LLC is based in St. Cloud, MN and has been SEC-registered since 2025.
Does Accredited Investor Services, LLC disclose fund performance?
Accredited Investor Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 622 Roosevelt Road, Suite 160, St. Cloud, MN 56301 |
| Phone | (320) 252-6552 |
| Fax | (320) 252-6534 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2028621 |
| Discloses disciplinary history | No |
Regulatory AUM
$591M▲ 22%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$591Mregulatory AUM
Discretionary $586MNon-discretionary $5M