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STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

357 Beacon Street
Suite 2
Boston, Massachusetts 02116
Tel: 617-450-9300

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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 StatusApproved
Firm CRD#114922
SEC#801-60513
Assets Managed by Firm$7,503,287,989
No. of Clients10
No. of Advisors0

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 ClientsAUM
Firm Total10$7,503,287,989
High net worth individuals9$3,287,989
Other investment advisers1$7,500,000,000

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