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ASSETGRADE, LLC
BOSTON, MA
617-933-7257
SEC #801-119499Total AUM
$337.7M
Employees
3Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BOSTON PLACE
201 WASHINGTON, SUITE 2600
BOSTON
MA 02108-4420
United States
201 WASHINGTON, SUITE 2600
BOSTON
MA 02108-4420
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
617-933-7257
Other Offices
7
Financials
Total AUM
$337.7M
Accounts
739Discretionary
$337.7M
Accounts
739Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
72AUM
$32.6M
HNW Individual Clients
93AUM
$297.5M
Pension/Profit Sharing Plan Clients
3AUM
$7.4M
Charitable Organization Clients
1AUM
$76.7K
Corporation or Business Clients
2AUM
$70.5K
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGAILMATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.