Assets Under Management
$7.7B
Number of Clients
17,888
Number of Advisors
8
Average Client AUM
$429K
AUM per Advisor
$958.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cadaret Grant provides investment advisory services through its Contour platform, offering both wrap and non-wrap fee options. The platform includes Advisor as Portfolio Manager (APM), Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), and Unified Managed Accounts (UMA). Fees are based on a percentage of platform assets.
100 Madison Street, Suite 1300, Syracuse, NY, 13202