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Home > Retirement Planners > california > san francisco > ASSET DEDICATION, LLC
ASSET DEDICATION, LLC
220 Montgomery Street
#1098
San Francisco, California 94104-3475
Tel: 866-535-0897
About ASSET DEDICATION, LLC
ASSET DEDICATION, LLC, formally registered with the SEC as ASSET DEDICATION, LLC. The firm was established in 11/15/2010. They have over 3 offices throughout the country.
ASSET DEDICATION, LLC is a San Francisco, California based Financial Planning firm with nearly $2,538,962,898 assets under management, offering retirement planning & investment advisory services to 6692 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151988 |
| SEC# | 801-71892 |
| Assets Managed by Firm | $2,538,962,898 |
| No. of Clients | 6692 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO CONSULTING; PROVIDES SERVICES (1), (2), & (5) ABOVE AS THIRD-PARTY ADVISOR OR SUB-ADVISOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6692 | $2,538,962,898 |
| Individuals (other than high net worth individuals) | 1521 | $636,672,289 |
| High net worth individuals | 755 | $1,877,726,418 |
| Charitable organizations | 4 | $16,100,071 |
| Corporations or other businesses | 3 | $8,464,120 |
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