SUPERIOR FINANCIAL, LLC
At a Glance
| Total AUM | $112.2M |
| Discretionary | $112.2M100% of AUM |
| Client Accounts | 385 |
| Avg Account Size | $291K |
| Employees | 1 |
| Peak AUM | $112.2MApr 2026 |
AUM by Client Type
Total AUM
$112M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $112M | — | — | — | — |
| Discretionary AUM | $112M | — | — | ||
Key Metrics
| Total AUM | $112.2M |
| Discretionary | $112.2M |
| Employees | 1 |
| Client Accounts | 385 |
| Client Range | 51-100 |
Contact & Location
Address
3265 19TH STREET NW
ROCHESTER MN 55901
Phone
507-316-0160
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported