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Building 2GRACE CAPITAL

Map pinQUINCY, MA
Phone857-317-6642
NotebookSEC #801-67731
Total AUM
$202.8M
Employees
4
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 CROWN COLONY DRIVE
SUITE 101
QUINCY
MA 02169
United States
Operating Hours
9-5
Monday - Friday
Phone
857-317-6642

ReceiptFinancials

Total AUM
$202.8M
Accounts
49
Discretionary
$43M
Accounts
29
Non-Discretionary
$159.8M
Accounts
20

ContactClients

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HNW Individual Clients
29
AUM
$43M
Investment Advisor Clients
20
AUM
$159.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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