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MATCH GRADE ADVISORS
MATCH GRADE ADVISORS, LLC
CRD 299181 · SEC 801-114348
400 PETTIGRU ST, GREENVILLE, SC, 29601, United States
Phone
864-250-0661
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$479.4M
Discretionary AUM
$302.4M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $67.6M |
| High net worth individuals | 73 | $109.4M |
| Pension/profit sharing plans | 84 | $302.4M |
States served
GA, NC, SC, NH, FL
All web addresses on file
Official SEC filing: View on IAPD