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ASSETGRADE, LLC
CRD 168779 · SEC 801-119499
ONE BOSTON PLACE, 201 WASHINGTON, SUITE 2600, BOSTON, MA, 02108-4420, United States
Phone
617-933-7257
Fax
617-249-0928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.7M
Discretionary AUM
$337.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $32.6M |
| High net worth individuals | 93 | $297.5M |
| Pension/profit sharing plans | 3 | $7.4M |
| Charitable organizations | 1 | $77K |
| Corporations/business entities | 2 | $71K |
States served
GA, IL, MA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD