ASSETGRADE, LLC
CRD #168779 SEC #801-119499 BOSTON, MA 617-933-7257
SEC Registered
Total AUM
$281.8M
Discretionary
$277.6M
Employees
3
Clients
101
Accounts
699
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $281.8M | $277.6M | $4.2M | 3 | 0 |
| Apr 2024 | $254.8M | $250.7M | $4.1M | 3 | 0 |
| Mar 2024 | $254.8M | $250.7M | $4.1M | 3 | 0 |
| May 2023 | $205.6M | $199.8M | $5.8M | 3 | 0 |
| Mar 2023 | $205.6M | $199.8M | $5.8M | 3 | 0 |
| Mar 2023 | $205.6M | $199.8M | $5.8M | 3 | 0 |
| Mar 2022 | $201.7M | $201.1M | $581.2K | 3 | 0 |
| Jan 2022 | $161.3M | $160.6M | $658.3K | 3 | 1 |
| Apr 2021 | $161.3M | $160.6M | $658.3K | 3 | 1 |
| Mar 2021 | $161.3M | $160.6M | $658.3K | 3 | 1 |
| Sep 2020 | $125.8M | $125.8M | $0 | 3 | 0 |
| Aug 2020 | $125.8M | $125.8M | $0 | 3 | 0 |
DateMar 2025
Total AUM$281.8M
Discretionary$277.6M
Non-Disc.$4.2M
Employees3
Clients0
DateApr 2024
Total AUM$254.8M
Discretionary$250.7M
Non-Disc.$4.1M
Employees3
Clients0
DateMar 2024
Total AUM$254.8M
Discretionary$250.7M
Non-Disc.$4.1M
Employees3
Clients0
DateMay 2023
Total AUM$205.6M
Discretionary$199.8M
Non-Disc.$5.8M
Employees3
Clients0
DateMar 2023
Total AUM$205.6M
Discretionary$199.8M
Non-Disc.$5.8M
Employees3
Clients0
DateMar 2023
Total AUM$205.6M
Discretionary$199.8M
Non-Disc.$5.8M
Employees3
Clients0
DateMar 2022
Total AUM$201.7M
Discretionary$201.1M
Non-Disc.$581.2K
Employees3
Clients0
DateJan 2022
Total AUM$161.3M
Discretionary$160.6M
Non-Disc.$658.3K
Employees3
Clients1
DateApr 2021
Total AUM$161.3M
Discretionary$160.6M
Non-Disc.$658.3K
Employees3
Clients1
DateMar 2021
Total AUM$161.3M
Discretionary$160.6M
Non-Disc.$658.3K
Employees3
Clients1
DateSep 2020
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients0