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MATCH GRADE ADVISORS
400 Pettigru St
Greenville, South Carolina 29601
Tel: 864-250-0661
About MATCH GRADE ADVISORS
MATCH GRADE ADVISORS, formally registered with the SEC as MATCH GRADE ADVISORS. The firm was established in 12/04/2018. They have over 2 offices throughout the country.
MATCH GRADE ADVISORS is a Greenville, South Carolina based Financial Planning firm with nearly $214,886,266 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 299181 |
| SEC# | 801-114348 |
| Assets Managed by Firm | $214,886,266 |
| No. of Clients | 695 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 695 | $214,886,266 |
| Individuals (other than high net worth individuals) | 186 | $36,101,006 |
| High net worth individuals | 25 | $22,600,000 |
| Pension and profit sharing plans | 72 | $156,185,260 |
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