Přihlásit se Zaregistrujte se zdarma

The Asset Consulting Group, Inc (Boise)


The Asset Consulting Group, Inc is an adviser based in Boise. It manages $60.93 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Idaho.

Logo



The Asset Consulting Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and trusts, estates, charitable organizations, foundations, and endowments. 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 Asset Consulting Group: assets under management

The assets under management (AUM) of The Asset Consulting Group, Inc is $60.93 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10.5 million in discretionary accounts and $50.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $403.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.52 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Asset Consulting Group, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boise

The principal office where The Asset Consulting Group, Inc performs its advisory services is located at 410 S Orchard Suite 112, Boise, ID 83705, 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 208-333-9922. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at assetconsultinggroup.com/.


Registered investment advisers similar to The Asset Consulting Group, Inc