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All Star Financial LLC

● SEC registered since 2022CRD 323765SEC# 801-126834Minneapolis, MN
Export (members)
Reg. AUM
$881.7M
Employees
14
Accounts
1,839
Location
Minneapolis, MN

All Star Financial LLC assets under management

All Star Financial LLC is an investment advisory firm registered with the SEC based in Minneapolis, MN. The firm has been registered since 2022. It reports $881.7 million in regulatory assets under management and employs 14 people.

All Star Financial LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric James GardnerMember5-10%2024
Matthew Alan BerhowMember10-25%2022
Robert John Klefsaas ControlPresident/Chief Compliance Officer/Managing MemberOver 75%2022

Frequently asked questions

How much does All Star Financial LLC manage?

All Star Financial LLC reports $881.7 million in regulatory assets under management on its Form ADV.

How many employees does All Star Financial LLC have?

All Star Financial LLC reports 14 employees.

Where is All Star Financial LLC located?

All Star Financial LLC is based in Minneapolis, MN and has been SEC-registered since 2022.

Does All Star Financial LLC disclose fund performance?

All Star Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3800 American Blvd West, Suite 620, Minneapolis, MN 55431
Phone952-896-3820
Fax952-896-3819
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$881.7M▲ 16%
Feb '25 — $758MMar '25 — $758MApr '25 — $758MMay '25 — $758MJun '25 — $758MJul '25 — $758MAug '25 — $758MSep '25 — $758MOct '25 — $758MNov '25 — $758MDec '25 — $758MJan '26 — $758MFeb '26 — $881.7MMar '26 — $881.7MApr '26 — $881.7MMay '26 — $881.7MJun '26 — $881.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$881.7Mregulatory AUM
Discretionary $881.7M