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⚲
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| Asset Strategy Consultants LLC
✚
| |
|---|---|
| CRD # | 110800 |
| SEC # | 801-55215 |
| CIK # | |
| AUM | $5.4 BB (2024-03-25) |
| Employees | 20 (80% Investors, 0% Brokers) |
| Phone | 410-528-8282 |
| Address | Six North Park Drive Hunt Valley, MD 21030 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 30 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.8 |
| (h) Charitable organizations | 23 | 1.7 |
| (i) State or municipal government entities | 4 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 0.1 |
| Total | 82 | 5.4 |
| By Discretionary | ||
| Discretionary | 10 | 0.5 |
| Non-Discretionary | 72 | 4.9 |
| Total | 82 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 82 | 5.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crestwood Advisors Group LLC
✚
|
MA | 5.7 |
|
Richmond Capital Management Inc
✚
|
VA | 5.6 |
|
Annex Advisory Services LLC
✚
|
WI | 5.6 |
|
HBK Sorce Advisory LLC
✚
|
PA | 5.6 |
|
Sigma Planning Corporation
✚
|
MI | 5.6 |
|
Cambridge Associates Limited LLC
✚
|
MA | 5.3 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.2 |
|
Sendero Wealth Management LLC
✚
|
TX | 5.2 |
|
Geneos Wealth Management Inc
✚
|
CO | 5.2 |
|
Fort Pitt Capital Group LLC
✚
|
PA | 5.2 |