Asset Consulting Group, LLC is a large advisory firm based in Clayton. It manages $359.17 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Michigan, Missouri, Oklahoma, and Texas.
Asset Consulting Group provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asset Consulting Group, LLC is $359.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Asset Consulting Group, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, charitable organizations, other investment advisers, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Jason Constantine Pulos is high net worth individuals with 50 clients and $265.8 million of assets under management. Among the 5 most similar advisory firms, Asset Consulting Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $359.17 million for 139 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Asset Consulting Group doesn't advise any private funds.
The company employs 47 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. 17 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jason Constantine Pulos has been acting as President since 1 Jan 2004. Daniel Christopher Tarlas joined the executive team most recently as the Senior Managing Director.
The principal office where Asset Consulting Group, LLC performs its advisory services is located at 231 South Bemiston Avenue, Clayton, MO 63105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-862-4848 or by fax 314-862-5967. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at acgnet.com.