ASSETGRADE, LLC

RIASEC RegisteredEst. 2020

Total AUM

$338M

Discretionary

$338M

100% of AUM

Avg account

$457K

Accounts

739

Employees

Advisory reps

Firm details

Headquarters: BOSTON, Massachusetts
CRD number: 168779
Registered since: September 18, 2020
Website: www.assetgrade.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI88.1%
Individuals9.65%
Pension & Profit Sharing Plans2.2%
Charitable Organizations0.02%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Assetgrade, LLC is an independent registered investment adviser that provides discretionary portfolio management and financial planning for individuals, families and small businesses, and offers pension consulting and educational workshops. The firm is structured as a limited liability company and registers with the SEC (registered in 2020). Its business model is fee-based, charging a percentage of assets under management, and it operates as a single-adviser firm rather than a multi-state or affiliated adviser network. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure. Assetgrade reports no active ESG investment designation. The firm delivers advice through discretionary mandates, suggesting model-based portfolio construction and ongoing rebalancing rather than purely advisory, non-discretionary implementations. Educational seminars and pension consulting indicate a mix of client-facing planning and institutional/plan-level work alongside household wealth management.