Overview
Assets Under Management: $122 million
Headquarters: LIVINGSTON, NJ
High-Net-Worth Clients: 6
Average Client Assets: $2.4 million
Frequently Asked Questions
ASSET MANAGEMENT CONSULTING SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128793), ASSET MANAGEMENT CONSULTING SERVICES, INC. is subject to fiduciary duty under federal law.
ASSET MANAGEMENT CONSULTING SERVICES, INC. is headquartered in LIVINGSTON, NJ.
ASSET MANAGEMENT CONSULTING SERVICES, INC. serves 6 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, ASSET MANAGEMENT CONSULTING SERVICES, INC. offers selection of other advisors. View all service details ↓
ASSET MANAGEMENT CONSULTING SERVICES, INC. manages $122 million in client assets according to their SEC filing dated March 27, 2024.
Services Offered
Services: Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.04%
Average Client Assets: $2.4 million
Total Client Accounts: 11
Discretionary Accounts: 11
Regulatory Filings
CRD Number: 128793
Filing ID: 1809983
Last Filing Date: 2024-03-27 10:48:00