|
⚲
|
| Assetgrade LLC
✚
|
|
|---|---|
| CRD # | 168779 |
| SEC # | 801-119499 |
| CIK # | |
| AUM | $281.8 M (2025-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 617-933-7257 |
| Address | One Boston Place Boston, MA 02108-4420 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 27.7 |
| (b) Individuals (high net worth individuals) | 87 | 248.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.2 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 699 | 281.8 |
| By Discretionary | ||
| Discretionary | 697 | 277.6 |
| Non-Discretionary | 2 | 4.2 |
| Total | 699 | 281.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.8 | |
| Total | 699 | 281.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Decker Retirement Planning Inc
✚
|
UT | 0.3 |
|
BETO Financial Group LLC
✚
|
ID | 0.3 |
|
Robasciotti & Associates Inc
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|
0.3 | |
|
Hutto Retirement Advisors LLC
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|
TX | 0.3 |
|
Turn8 Private Wealth Inc
✚
|
0.3 | |
|
FSC Wealth Advisors LLC
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|
NY | 0.3 |
|
Strategy Financial Services LLC
✚
|
AZ | 0.3 |
|
Investments & Financial Planning LLC
✚
|
KY | 0.3 |
|
Horter Investment Management LLC
✚
|
OH | 0.3 |
|
Householder Group Estate and Retirement Specialist LLC
✚
|
AZ | 0.3 |