Assetgrade, LLC
Assetgrade, LLC (CRD# 168779) is a financial advisory firm headquartered in Boston, MA. They manage $205,628,302 in 651 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management206MILLION
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Total Number of Accounts651ACCOUNTS
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Average Account Value$315,865
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, GA, IL, MA, TX
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.
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. Katherine Hennessy 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.
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. 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.