GRADSAVE PLANNING SERVICES, LLC

GRADVISOR
MIAMI, Florida·1 registered advisor·CRD# 170028
SEC# 801-1004370(954) 770-5136
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Subscription fees
03

Specialties

Investment Management
04

Advisors at GRADSAVE PLANNING SERVICES, LLC

1 registered advisor
Marcos Jose Cordero
MIAMI, Florida
05

Office Locations

MIAMI, Florida
1 advisor

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Data sourced from SEC Form ADV filings. GRADSAVE PLANNING SERVICES, LLC (CRD# 170028) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.