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AssetGrade

Finance · Georgia, United States · <25 Employees

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About

Headquarters

3500 Lenox Rd NE Ste 1500, Atlanta, Georgia, 30...

Phone Number

(404) 720-8220

Revenue

<$5 Million

Industry

Investment Banking Finance

Recent News & Media

No recent news or media

Who is AssetGrade

AssetGrade provides a high level of service through the type of communication preferred by each client. This includes services such as phone, email and video through Skype/FaceTime/GoToMeeting. Our clients are spread across the US. How do I know my money is safe at AssetGrade? We do not touch our client's funds directly. Our client's money is held at Fidelity Investments, as our custodian. This helps to prevent fraud, which can happen when the advisor has discretionary authority over the money and also holds the funds. Ready to learn more? Contact us for a free 30-minute conversation.Explore more
AssetGrade's Social MediaPopular SearchesAssetgrade LLCAssetgradeAssetGrade Registered Investment AdvisorsAssetGrade, LLC Registered Investment AdvisorsAsset Selector LLCSIC Code 62,628NAICS Code 52,523Show more

AssetGrade Org Chart

Patrick Cote

Co-Founder & Chief Executive Officer

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Preston Cote

Intern

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AssetGrade

<$5M
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AssetGrade Employee Growth Rate

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Frequently Asked Questions Regarding AssetGrade

Where is AssetGrade located?
AssetGrade's headquarters are located at 3500 Lenox Rd NE Ste 1500, Atlanta, Georgia, 30326, United States
What is AssetGrade's phone number?
AssetGrade's phone number is (404) 720-8220
What is AssetGrade's official website?
AssetGrade's official website is www.assetgrade.com
What is AssetGrade's Revenue?
AssetGrade's revenue is <$5 Million
What is AssetGrade's SIC code?
AssetGrade's SIC: 62,628
What is AssetGrade's NAICS code?
AssetGrade's NAICS: 52,523
How many employees does AssetGrade have?
AssetGrade has <25 employees
What industry does AssetGrade belong to?
AssetGrade is in the industry of: Investment Banking, Finance
What is AssetGrade competition?
AssetGrade top competitors include: Vibrance Wealth Management, Burnette Financial Planning, Rochester Financial Services, Sierra Pacific Financial Advisors
What technology does AssetGrade use?
Some of the popular technologies that AssetGrade uses are: Drupal, reCAPTCHA, Cognito Forms, AddToAny
Who is the CEO of AssetGrade?
AssetGrade's CEO is Patrick Cote
How do I contact AssetGrade?
AssetGrade contact info: Phone number: (404) 720-8220 Website: www.assetgrade.com
What does AssetGrade do?

AssetGrade provides a high level of service through the type of communication preferred by each client. This includes services such as phone, email and video through Skype/FaceTime/GoToMeeting. Our clients are spread across the US. How do I know my money is safe at AssetGrade? We do not touch our client's funds directly. Our client's money is held... at Fidelity Investments, as our custodian. This helps to prevent fraud, which can happen when the advisor has discretionary authority over the money and also holds the funds. Ready to learn more? Contact us for a free 30-minute conversation.Read More

What are AssetGrade social media links?
AssetGrade Linkedin page AssetGrade Twitter page AssetGrade Facebook page
Is AssetGrade a public company?
AssetGrade is private company therefore does not currently have an official ticker symbol
See more information about AssetGrade

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