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ASSETGRADE, LLC
One Boston Place
201 Washington, Suite 2600
Boston, Massachusetts 02108-4420
Tel: 617-933-7257
About ASSETGRADE, LLC
ASSETGRADE, LLC, formally registered with the SEC as ASSETGRADE, LLC. The firm was established in 09/18/2020. They have over 8 offices throughout the country.
ASSETGRADE, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $254,809,075 assets under management, offering retirement planning & investment advisory services to 690 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168779 |
| SEC# | 801-119499 |
| Assets Managed by Firm | $254,809,075 |
| No. of Clients | 690 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 690 | $254,809,075 |
| Individuals (other than high net worth individuals) | 62 | $26,054,080 |
| High net worth individuals | 92 | $220,097,259 |
| Pension and profit sharing plans | 6 | $8,317,547 |
| Charitable organizations | 1 | $50,011 |
| Corporations or other businesses | 1 | $290,178 |
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