Strategic Capital Allocation Group, LLC

Strategic Capital Allocation Group, LLC (CRD# 114922) is a financial advisory firm headquartered in Boston, MA. They manage $410,845,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $51,355,625
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

MA, NY

Financial Advisors at Strategic Capital Allocation Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brian A. Hunter
CRD#: 1352808
800 Boylston Street, 24th Floor, Boston, MA 02199
93
Wealthminder
score

Brian Hunter (CRD# 1352808) is an Investment Advisor Representative working at Strategic Capital Allocation Group, LLC in Boston, MA and has over 31 years of experience in the finance industry.

2
Ashish S. Kulkarni
CRD#: 4627877
800 Boylston Street, 24th Floor, Boston, MA 02199
93
Wealthminder
score

Ashish Kulkarni (CRD# 4627877) is an Investment Advisor Representative working at Strategic Capital Allocation Group, LLC in Boston, MA and has over 13 years of experience in the finance industry.

3
Laurent Laskowski
CRD#: 5929078
800 Boylston Street, 24th Floor, Boston, MA 02199
90
Wealthminder
score

Laurent Laskowski (CRD# 5929078) is an Investment Advisor Representative working at Strategic Capital Allocation Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

4
Ryan W. Spagnolo
CRD#: 6573400
800 Boylston Street, 24th Floor, Boston, MA 02199
90
Wealthminder
score

Ryan Spagnolo (CRD# 6573400) is an Investment Advisor Representative working at Strategic Capital Allocation Group, LLC in Boston, MA and has 1 year of experience in the finance industry.

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