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Home > Retirement Planners > massachusetts > boston > STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
357 Beacon Street
Suite 2
Boston, Massachusetts 02116
Tel: 617-450-9300
About STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT CONSULTING & STRATEGY)
Firm Client Information
| 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 |
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