ASSET DEDICATION, LLC

ASSET DEDICATION, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 151988). Regulatory assets under management: $2.9B.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (13)

NameRoleLocation
Stephen Jared HuxleyMEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST
John Brent BurnsMEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER
Daniel Gray YeomanMEMBER/MANAGER/DIRECTOR OF OPERATIONS
Jeremy Dana FletcherMEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT
HUXLEY STEPHEN JAREDMEMBER/MANAGER/CHIEF INVESTMENT STRATEGIST
BURNS JOHN BRENTMEMBER/MANAGER/PRESIDENT/CHIEF COMPLIANCE OFFICER
CROSBIE PETER JOHNMANAGER
STOCKETT GREGORY VERNONMANAGER
MARTIN MARK ELLSWORTHMANAGER
CROSBIE PETER JMANAGER
MARTIN MARK EMANAGER
YEOMAN DANIEL GRAYMEMBER/MANAGER/DIRECTOR OF OPERATIONS
FLETCHER JEREMY DANAMEMBER/MANAGER/DIRECTOR OF INVESTMENTS AND PORTFOLIO RISK MANAGEMENT

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