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).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    651
    ACCOUNTS
  • Average Account Value
    $315,865
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.

FL, GA, IL, MA, TX

Financial Advisors at Assetgrade, LLC
Showing 1 - 3 of 3 top financial advisors.
1
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 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. 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.

3
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. 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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