ASG INVESTMENT MANAGEMENT, LLC

831 Evans City Rd
Renfrew, Pennsylvania 16053
Tel: 724-287-4071

About ASG INVESTMENT MANAGEMENT, LLC

ASG INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ASG INVESTMENT MANAGEMENT, LLC. The firm was established in 10/22/2020. They have over 1 offices throughout the country.

ASG INVESTMENT MANAGEMENT, LLC is a Renfrew, Pennsylvania based Financial Planning firm with nearly $182,573,429 assets under management, offering retirement planning & investment advisory services to 1778 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292445
SEC#	801-119668
Assets Managed by Firm	$182,573,429
No. of Clients	1778
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1778	$182,573,429
Individuals (other than high net worth individuals)	515	$127,613,223
High net worth individuals	48	$54,960,206

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