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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