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STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922 · SEC 801-60513
357 BEACON STREET, SUITE 2, BOSTON, MA, 02116, United States
Phone
617-450-9300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.84B
Discretionary AUM
$3.4M
Team
0 total employees; 0 advisory reps; 8 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersINVESTMENT CONSULTING & STRATEGY
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $3.4M |
| Other investment advisers | 1 | $2.84B |
States served
MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD