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| Happy Holidays!! thanks for using AUM13F!! |
| ASG Investment Management LLC
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| CRD # | 292445 |
| SEC # | 801-119668 |
| CIK # | |
| AUM | $234.8 M (2025-03-06) |
| Employees | 9 (22% Investors, 0% Brokers) |
| Phone | 724-287-4071 |
| Address | 831 Evans City Rd Renfrew, PA 16053 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 559 | 162.4 |
| (b) Individuals (high net worth individuals) | 60 | 72.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,992 | 234.8 |
| By Discretionary | ||
| Discretionary | 1,992 | 234.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,992 | 234.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.8 | |
| Total | 1,992 | 234.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buckman Advisory Group LLC
✚
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NJ | 0.2 |
|
James River Asset Management LLC
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VA | 0.2 |
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Bradford Financial Services Inc
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0.2 | |
|
Live Oak Investment Partners LLC
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TX | 0.2 |
|
O'Connor Financial Group LLC
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|
IL | 0.2 |
|
Barr Financial Services LLC
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|
FL | 0.2 |
|
RHS Financial LLC
✚
|
CA | 0.2 |
|
Values Added Financial LLC
✚
|
0.2 | |
|
Financial Abundance Inc
✚
|
PA | 0.2 |
|
ECIO Inc
✚
|
WI | 0.2 |