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ASSET DEDICATION, LLC
SAN FRANCISCO, CA
866-535-0897
SEC #801-71892Total AUM
$2.9B
Employees
7Clients
1,998Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
220 MONTGOMERY STREET
#1098
SAN FRANCISCO
CA 94104-3475
United States
#1098
SAN FRANCISCO
CA 94104-3475
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
BY APPOINTMENT
Phone
866-535-0897
Other Offices
2
Financials
Total AUM
$2.9B
Accounts
6,174Discretionary
$2.9B
Accounts
6,174Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,158AUM
$476.2M
HNW Individual Clients
828AUM
$2.4B
Pension/Profit Sharing Plan Clients
8AUM
$8.3M
Charitable Organization Clients
1AUM
$1.4M
Corporation or Business Clients
3AUM
$3.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO CONSULTING; PROVIDES SERVICES (1), (2), & (5) ABOVE AS THIRD-PARTY ADVISOR OR SUB-ADVISOR
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTFLGAILINKSLAMAMDMEMIMNMOMSNCNHNJNYOHOKORPASCTNTXUTVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.