RIA Intel›Advisers›Idaho›THE ASSET CONSULTING GROUP, INC

THE ASSET CONSULTING GROUP, INC

Advisory

N·BOISE, ID

Data as of Mar 1, 2017 · Source: SEC Form ADV

Total AUM

$61M

1-Year AUM Growth

-81.3%

3-Year CAGR

-17.2%

Employees

2

Assets Under Management

Total AUM$61M

Discretionary AUM$11M

Non-Discretionary AUM$50M

Discretionary %17.2%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingSep 9, 2014

Latest FilingMar 1, 2017

🔒 Full AUM trend chart and 9 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE ASSET CONSULTING GROUP, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.