Asset Dedication, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 151988
- Registered since
- November 15, 2010
- Website
- www.assetdedication.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.31%
- Individuals16.24%
- Pension & Profit Sharing Plans0.28%
- Corporations / Businesses0.13%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Asset Dedication, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and in operation since 2010. Ownership is individual-held and the firm charges fees based on a percentage of assets under management. Its client mix includes individuals and families as well as institutional accounts. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- US Government Bonds21%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- State & Local Bonds2%
Contacts
3 of 11
Samuel Buchanan
Wealth AdvisorCRD 7805470
Jason Branning
FounderCRD 2955904
Kelly Jennings
Wealth AdvisorCRD 6441793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 564Active vs passive
$1.3B in ETFs
37%
$496M
62%
$851M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $198M | 4,464,536 | 14.71% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 220 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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