357 Beacon Street
Suite 2
Boston, Massachusetts 02116
Tel: 617-450-9300
STRATEGIC CAPITAL ALLOCATION GROUP, LLC, formally registered with the SEC as STRATEGIC CAPITAL ALLOCATION GROUP, LLC. The firm was established in 08/24/2001. They have over 1 offices throughout the country.
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. is a Boston, Massachusetts based Financial Planning firm with nearly $7,503,287,989 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 0 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114922 |
| SEC# | 801-60513 |
| Assets Managed by Firm | $7,503,287,989 |
| No. of Clients | 10 |
| No. of Advisors | 0 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $7,503,287,989 |
| High net worth individuals | 9 | $3,287,989 |
| Other investment advisers | 1 | $7,500,000,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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