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Building 2ASSET CONSULTING GROUP, LLC

Map pinCLAYTON, MO
Phone314-862-4848
NotebookSEC #801-39372
Total AUM
$1.1B
Employees
50
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
231 SOUTH BEMISTON AVENUE
14TH FLOOR
CLAYTON
MO 63105
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
314-862-4848

ReceiptFinancials

Total AUM
$1.1B
Accounts
25
Discretionary
$861.5M
Accounts
16
Non-Discretionary
$234.6M
Accounts
9

ContactClients

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HNW Individual Clients
63
AUM
$494M
Pension/Profit Sharing Plan Clients
10
AUM
$0
Charitable Organization Clients
38
AUM
$602.1M
Government Entity Clients
33
AUM
$0
Investment Advisor Clients
4
AUM
$0
Insurance Company Clients
10
AUM
$0
Other Clients
3
AUM
$0
Description of Other Clients
MUNICIPAL OPERATING RESERVES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET CONSULTING GROUP (ACG) PROVIDES COMPREHENSIVE INVESTMENT CONSULTING SERVICES TO TAXABLE AND TAX-EXEMPT ENTITIES.
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMOOKTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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