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Building 2STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Map pinBOSTON, MA
Phone617-450-9300
NotebookSEC #801-60513
Total AUM
$2.8B
Employees
0
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
357 BEACON STREET
SUITE 2
BOSTON
MA 02116
United States
Operating Hours
9-5
Monday - Friday
Phone
617-450-9300

ReceiptFinancials

Total AUM
$2.8B
Accounts
8
Discretionary
$3.4M
Accounts
7
Non-Discretionary
$2.8B
Accounts
1

ContactClients

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HNW Individual Clients
7
AUM
$3.4M
Investment Advisor Clients
1
AUM
$2.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING & STRATEGY
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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