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Benjamin Lee Grant

SAGE ADVISORY GROUP, LLC·BOSTON, Massachusetts
Unclaimed Profile
66 BEACON STREET, BOSTON, MA 02108CRD# 2671941Firm CRD# 136362
01

About

Benjamin Lee Grant is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SAGE ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SAGE ADVISORY GROUP, LLC
SAGE ADVISORY GROUP, LLC
AUM
$111M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SAGE ADVISORY GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2671941
Firm CRD# 136362
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Lee Grant offer?
Benjamin Lee Grant specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Benjamin Lee Grant's credentials?
Benjamin Lee Grant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Lee Grant located?
Benjamin Lee Grant is based in BOSTON, Massachusetts, working with SAGE ADVISORY GROUP, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Benjamin Lee Grant charge for services?
Benjamin Lee Grant's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE ADVISORY GROUP, LLC?
SAGE ADVISORY GROUP, LLC has approximately 1 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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