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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Consulting Group LLC
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|---|---|
| CRD # | 107574 |
| SEC # | 801-39372 |
| CIK # | |
| AUM | $781.7 M (2025-07-14) |
| Employees | 50 (64% Investors, 0% Brokers) |
| Phone | 314-862-4848 |
| Address | 231 South Bemiston Avenue Clayton, MO 63105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 64 | 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 | 38 | 0.4 |
| (i) State or municipal government entities | 35 | 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 | 22 | 0.8 |
| By Discretionary | ||
| Discretionary | 14 | 0.6 |
| Non-Discretionary | 8 | 0.2 |
| Total | 22 | 0.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.8 | |
| Total | 22 | 0.8 |
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|---|---|---|
|
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✚
|
CT | 0.8 |
|
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|
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|
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|
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✚
|
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|
Intervest Capital Partners LLC
✚
|
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|
Cederberg Capital Asia Limited
✚
|
0.8 | |
|
Sierra Crest Investment Management LLC
✚
|
NY | 0.8 |
|
Fintech Collective Management LLC
✚
|
NY | 0.8 |
|
True Green Capital Management LLC
✚
|
CT | 0.8 |