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Building 2ASSET STRATEGY CONSULTANTS LLC

Map pinHUNT VALLEY, MD
Phone410-528-8282
NotebookSEC #801-55215
Total AUM
$5.2B
Employees
13
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SIX NORTH PARK DRIVE
SUITE 208
HUNT VALLEY
MD 21030
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
410-528-8282

ReceiptFinancials

Total AUM
$5.2B
Accounts
48
Discretionary
$395.2M
Accounts
16
Non-Discretionary
$4.8B
Accounts
32

ContactClients

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Individual Clients
3
AUM
$2M
HNW Individual Clients
11
AUM
$80.8M
Pension/Profit Sharing Plan Clients
9
AUM
$688.1M
Charitable Organization Clients
18
AUM
$1.7B
Government Entity Clients
1
AUM
$76.2M
Insurance Company Clients
1
AUM
$2.5B
Other Clients
5
AUM
$136.3M
Description of Other Clients
INCLUDES DONOR ADVISED & OP RESERVES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ONE-TIME PROJECTS, WITH NEGOTIATED FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDPAVA

HandshakeAffiliates

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

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