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Asempa LLC
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CRD # | 328609 |
SEC # | 801-129040 |
CIK # | |
AUM | $166.6 MM (2024-07-17) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 225-529-9329 |
Address | 8440 Jefferson Hwy Baton Rouge, LA 70809 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 63 | 150.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 16.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 270 | 166.6 |
By Discretionary | ||
Discretionary | 270 | 166.6 |
Non-Discretionary | 0 | 0.0 |
Total | 270 | 166.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 166.6 | |
Total | 270 | 166.6 |
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Holos Integrated Wealth LLC
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PA | 0.2 |
Lander & Associates Inc
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Sequoia Planning & Investments LLC
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RH Dinel Investment Counsel Inc
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Phillip James Consulting Co
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Purtill Financial LLC
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OH | 0.2 |
Lloyd Park LLC
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IL | 0.2 |
Rightwealth Advisors LLC
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|
OH | 0.2 |
The Clifford Group LLC
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MA | 0.2 |
Campbell Financial Partners LLC
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FL | 0.2 |