7501 Wisconsin Avenue, West Tower
13th Floor
Bethesda, Maryland 20814
Tel: 240-482-2900
ASB CAPITAL MANAGEMENT LLC, formally registered with the SEC as ASB CAPITAL MANAGEMENT LLC. The firm was established in 09/08/2000. They have over 2 offices throughout the country.
ASB CAPITAL MANAGEMENT LLC is a Bethesda, Maryland based Financial Planning firm with nearly $27,057,564,881 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 77 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 110995 |
SEC# | 801-57896 |
Assets Managed by Firm | $27,057,564,881 |
No. of Clients | 87 |
No. of Advisors | 77 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 87 | $27,057,564,881 |
High net worth individuals | 2 | $13,024,546 |
Pension and profit sharing plans | 25 | $875,140,288 |
Charitable organizations | 18 | $139,452,001 |
Corporations or other businesses | 17 | $994,442,577 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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