ASSETGRADE, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 168779). Regulatory assets under management: $337.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Susan Lynn Powers | CHIEF COMPLIANCE OFFICER AND OWNER | — |
| Katherine W Hennessy | OWNER | — |
| Patrick R Cote | OWNER | — |
| POWERS SUSAN LYNN | CHIEF COMPLIANCE OFFICER AND OWNER; CHIEF COMPLIANCE OFFICER AND PARTNER | — |
| HENNESSY KATHERINE W | OWNER | — |
| COTE PATRICK R | OWNER | — |