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ASB CAPITAL MANAGEMENT LLC

7501 Wisconsin Avenue, West Tower
13th Floor
Bethesda, Maryland 20814
Tel: 240-482-2900

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About ASB CAPITAL MANAGEMENT LLC

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 $29,726,275,256 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 80 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110995
SEC#801-57896
Assets Managed by Firm$29,726,275,256
No. of Clients81
No. of Advisors80

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total81$29,726,275,256
High net worth individuals2$13,770,526
Pension and profit sharing plans21$958,438,016
Charitable organizations18$155,567,071
Corporations or other businesses16$1,198,074,124

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