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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Strategy Consultants LLC
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|---|---|
| CRD # | 110800 |
| SEC # | 801-55215 |
| CIK # | |
| AUM | $5.2 B (2025-04-02) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 410-528-8282 |
| Address | Six North Park Drive Hunt Valley, MD 21030 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.0 |
| (b) Individuals (high net worth individuals) | 19 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.6 |
| (h) Charitable organizations | 23 | 1.8 |
| (i) State or municipal government entities | 4 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 0.1 |
| Total | 72 | 5.2 |
| By Discretionary | ||
| Discretionary | 8 | 0.4 |
| Non-Discretionary | 64 | 4.8 |
| Total | 72 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 72 | 5.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Frontier Asset Management LLC
✚
|
WY | 5.3 |
|
Dynamic Advisor Solutions LLC
✚
|
AZ | 5.3 |
|
Index Fund Advisors Inc
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CA | 5.3 |
|
Level Four Advisory Services LLC
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|
TX | 5.3 |
|
Todd Asset Management LLC
✚
|
KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
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|
IN | 5.1 |
|
SVB Wealth LLC
✚
|
MA | 5.0 |
|
Richard Bernstein Advisors LLC
✚
|
NY | 5.0 |
|
RFG Advisory LLC
✚
|
AL | 4.9 |
|
Pension Consultants Inc
✚
|
MO | 4.9 |