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 began SEC registration in 2020 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its service offering centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Assetgrade does not identify itself as an active ESG investor, does not act as a capital allocator, and is not listed as a related adviser.