⚲
|
Asset Consulting Group LLC
✚
|
|
---|---|
CRD # | 107574 |
SEC # | 801-39372 |
CIK # | |
AUM | $782.2 MM (2024-03-29) |
Employees | 46 (63% Investors, 0% Brokers) |
Phone | 314-862-4848 |
Address | 231 South Bemiston Avenue Clayton, MO 63105 |
Source | [IAPD] [Website] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 63 | 0.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 0.0 |
(h) Charitable organizations | 39 | 0.3 |
(i) State or municipal government entities | 34 | 0.0 |
(j) Other investment advisers | 4 | 0.0 |
(k) Insurance companies | 9 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 2 | 0.0 |
Total | 21 | 0.8 |
By Discretionary | ||
Discretionary | 13 | 0.6 |
Non-Discretionary | 8 | 0.2 |
Total | 21 | 0.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.8 | |
Total | 21 | 0.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Strenta Investment Management Inc
✚
|
FL | 0.8 |
Presima Securities ULC
✚
|
0.8 | |
Fi401K Advisors LLC
✚
|
CO | 0.8 |
Fosun Asset Management Limited
✚
|
0.8 | |
Lateral Investment Management LLC
✚
|
CA | 0.8 |
VCC Advisors LLC
✚
|
NY | 0.8 |
Elsewhere Partners LLC
✚
|
TX | 0.8 |
Samsung Asset Management Hong Kong Limited
✚
|
0.8 | |
Ophir Asset Management US LLC
✚
|
CO | 0.8 |
Glacier Peak Capital Management LLC
✚
|
NJ | 0.8 |