Graduate Leverage Investment Advisory Services, LLC is a multi-state adviser based in Waltham. It manages $3.65 million of regulatory assets for 991 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 46 other states.
Graduate Leverage Investment Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Graduate Leverage Investment Advisory Services, LLC is $3.65 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Graduate Leverage Investment Advisory Services, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Vincent Tassone has been acting as President since 1 Mar 2011. Douglas H Drozdowski joined the executive team most recently as the Chief Compliance Officer.
The principal office where Graduate Leverage Investment Advisory Services, LLC performs its advisory services is located at 400 Fifth Ave., Waltham, MA 02451, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-890-4603 or by fax 781-890-4603. The normal business hours are 9am-5:30pm on Monday - Friday.