Strategic Capital Allocation Group, LLC
Strategic Capital Allocation Group, LLC (CRD# 114922) is a financial advisory firm headquartered in Boston, MA. They manage $7,503,287,989 in 10 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Strategic Capital Allocation Group, LLC
By the Numbers
-
Total Assets Under Management7,503MILLION
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$750,328,799
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, TX
Financial Advisors at Strategic Capital Allocation Group, LLC
1
Brian Hunter (CRD# 1352808) is an Investment Advisor Representative working at Strategic Capital Allocation Group, LLC in Boston, MA and has over 38 years of experience in the finance industry.
2
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.