Asempa LLC

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Assets, Funds, Holdings

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Asempa LLC
CRD #328609
SEC #801-129040
CIK #
AUM $166.6 MM (2024-07-17)
Employees 3 (67% Investors, 0% Brokers)
Phone225-529-9329
Address8440 Jefferson Hwy
Baton Rouge, LA 70809
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
170136102683402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 63 150.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 16.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 270 166.6
By Discretionary
Discretionary 270 166.6
Non-Discretionary 0 0.0
Total 270 166.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 166.6
Total 270 166.6
Comparable Firms State AUM ($BB)
Holos Integrated Wealth LLC
PA 0.2
Lander & Associates Inc
VA 0.2
Sequoia Planning & Investments LLC
WA 0.2
RH Dinel Investment Counsel Inc
CA 0.2
Phillip James Consulting Co
MN 0.2
Purtill Financial LLC
OH 0.2
Lloyd Park LLC
IL 0.2
Rightwealth Advisors LLC
OH 0.2
The Clifford Group LLC
MA 0.2
Campbell Financial Partners LLC
FL 0.2
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