Tech stack
No one at Gradient Investments, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $5.2B held · filed Oct 2024
S
Shareholders Service Group, Inc.
Per Form ADV · $16M held · filed Oct 2024
U.S. Bank
Per Form ADV · $4M held · filed Oct 2024
N
Newport Group, Inc.
Per Form ADV · $3M held · filed Oct 2024
N
Nationwide Advisory Services, Inc.
Per Form ADV · $3M held · filed Oct 2024