GREAT RIVER FINANCIAL LLC
Legal name: GREAT RIVER FINANCIAL
CRD #314172 SEC #801-121581 PLYMOUTH, MN 763-231-7581
SEC Registered
Total AUM
$162.1M
Discretionary
$162.1M
Employees
3
Clients
51
Accounts
394
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $162.1M | $162.1M | $0 | 3 | 0 |
| Jun 2025 | $162.1M | $162.1M | $0 | 4 | 0 |
| Jan 2025 | $162.1M | $162.1M | $0 | 4 | 0 |
| Aug 2024 | $142.4M | $136.6M | $5.9M | 4 | 0 |
| Jan 2024 | $142.4M | $136.6M | $5.9M | 4 | 0 |
| Dec 2023 | $119.8M | $114.2M | $5.6M | 4 | 0 |
| Sep 2023 | $119.8M | $114.2M | $5.6M | 3 | 0 |
| Jul 2023 | $119.8M | $114.2M | $5.6M | 3 | 0 |
| Feb 2023 | $119.8M | $114.2M | $5.6M | 3 | 0 |
| Feb 2022 | $114.5M | $108.3M | $6.2M | 2 | 0 |
| Oct 2021 | $107.2M | $101M | $6.2M | 2 | 0 |
| Sep 2021 | $0 | $0 | $0 | 2 | 0 |
| May 2021 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$142.4M
Discretionary$136.6M
Non-Disc.$5.9M
Employees4
Clients0
DateJan 2024
Total AUM$142.4M
Discretionary$136.6M
Non-Disc.$5.9M
Employees4
Clients0
DateDec 2023
Total AUM$119.8M
Discretionary$114.2M
Non-Disc.$5.6M
Employees4
Clients0
DateSep 2023
Total AUM$119.8M
Discretionary$114.2M
Non-Disc.$5.6M
Employees3
Clients0
DateJul 2023
Total AUM$119.8M
Discretionary$114.2M
Non-Disc.$5.6M
Employees3
Clients0
DateFeb 2023
Total AUM$119.8M
Discretionary$114.2M
Non-Disc.$5.6M
Employees3
Clients0
DateFeb 2022
Total AUM$114.5M
Discretionary$108.3M
Non-Disc.$6.2M
Employees2
Clients0
DateOct 2021
Total AUM$107.2M
Discretionary$101M
Non-Disc.$6.2M
Employees2
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0