Assetgrade, LLC

Assetgrade, LLC (CRD# 168779) is a financial advisory firm headquartered in Boston, MA. They manage $15,259,845 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Assetgrade, LLC
Showing 1 - 2 of 2 top financial advisors.
Patrick R. Cote
CRD#: 5189191
One Boston Place, Suite 2600, Boston, MA 02108

Patrick Cote, CFA® (CRD# 5189191) is an Investment Advisor Representative working at Assetgrade, LLC in Boston, MA and has over 20 years of experience in the finance industry.

Susan L. Powers
CRD#: 3047408
3500 Lenox Road, Suite 1500, Atlanta, GA 30326

Susan Powers (CRD# 3047408) is an Investment Advisor Representative working at Assetgrade, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Susan Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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