GRACE CAPITAL
Total AUM
$202.8M
Employees
4Clients
49Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 CROWN COLONY DRIVE
SUITE 101
QUINCY
MA 02169
United States
SUITE 101
QUINCY
MA 02169
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
857-317-6642
Financials
Total AUM
$202.8M
Accounts
49Discretionary
$43M
Accounts
29Non-Discretionary
$159.8M
Accounts
20
Clients
HNW Individual Clients
29AUM
$43M
Investment Advisor Clients
20AUM
$159.8M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MAVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.