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Building 2ASIO CAPITAL LLC

Map pinLEXINGTON, KY
Phone859-785-4130
NotebookSEC #801-113910
Total AUM
$805.1M
Employees
7
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 LEXINGTON GREEN CIRCLE
SUITE 420
LEXINGTON
KY 40503
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
859-785-4130

ReceiptFinancials

Total AUM
$805.1M
Accounts
700
Discretionary
$805.1M
Accounts
700
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$122.3M
HNW Individual Clients
126
AUM
$591.1M
Pension/Profit Sharing Plan Clients
3
AUM
$4.8M
Charitable Organization Clients
1
AUM
$26.3M
Corporation or Business Clients
10
AUM
$60.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINKYNCNYOHSCTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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