SEC Form ADV

ASSETGRADE, LLC

Registered Investment AdviserMA
$337.7M
Assets Under Management
739
Total Clients
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Registration Details

Accession
CRD-168779
Location
BOSTON, MA
Filing Date
March 4, 2026
AUM
$337.7M
Total Clients
739
Amendment
No

About this Adviser

ASSETGRADE, LLC is a registered investment adviser headquartered in BOSTON, MA, managing approximately $337.7M in assets across 739 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.