Assetgrade, LLC

Assetgrade, LLC (CRD# 168779) is a financial advisory firm headquartered in Boston, MA. They manage $254,809,075 in 690 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
One Boston Place, 201 Washington, Suite 2600, Boston, MA 02108
http://www.assetgrade.com
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $369,289
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, GA, IL, MA, TX

Financial Advisors at Assetgrade, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD#: 5189191
One Boston Place, 201 Washington, 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.

2
Katherine Hennessy, financial advisor Chicago IL
Katherine W. Hennessy
CRD#: 4616759
200 South Wacker Dr., Suite 3100, Chicago, IL 60606

Katherine Hennessy (CRD# 4616759) is an Investment Advisor Representative working at Assetgrade, LLC in Chicago, IL and has over 20 years of experience in the finance industry.

3
Susan Powers, financial advisor Atlanta GA
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 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals