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 $279,260,383 assets under management, offering retirement planning & investment advisory services to 244 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	$279,260,383
No. of Clients	244
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	244	$279,260,383
Individuals (other than high net worth individuals)	145	$20,915,894
High net worth individuals	25	$57,777,108
Pension and profit sharing plans	71	$199,603,776
Corporations or other businesses	2	$963,605

More Retirement Planning firms in Greenville, South Carolina:

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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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