Dakota
Dakota
Book a Demo
Talk to an Expert

All Star Financial

EST. AUM
$881,693,500

CONTACTS
6

CLIENT ACCOUNTS
1,839

Firm Details

Metro area Minneapolis
CRD Number 323765
Website sequoia-financial.com
Client types

Overview

On August 3, 2026, Sequoia Financial Group acquired All Star Financial, a Minneapolis-area wealth management and accounting firm. All Star Financial is a $700m RIA and accounting firm based in Minneapolis, Minnesota. They use mutual funds and ETFs. They need to see at least 5 years of track record in the strategy for them to start their due-diligence process and then create model portfolios on behalf of their underlying clients which are primarily high net worth individuals and a few foundations and endowments and 401k plans.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy