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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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