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Scott Stewart Grace

AGR PARTNERS LLC·DAVIS, California
Unclaimed Profile
221 FIRST STREET, DAVIS, CA 95616CRD# 4232411Firm CRD# 283081
01

About

Scott Stewart Grace is a registered financial advisor based in DAVIS, California, affiliated with AGR PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGR PARTNERS LLC
AGR PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at AGR PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4232411
Firm CRD# 283081
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Stewart Grace offer?
Scott Stewart Grace specializes in Retirement Planning, Wealth Management. Contact their office in DAVIS, California for a consultation.
What are Scott Stewart Grace's credentials?
Scott Stewart Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Stewart Grace located?
Scott Stewart Grace is based in DAVIS, California, working with AGR PARTNERS LLC. Their office serves clients in the DAVIS metropolitan area and surrounding communities.
How does Scott Stewart Grace charge for services?
Scott Stewart Grace's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGR PARTNERS LLC?
AGR PARTNERS LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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