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BOGUE ASSET MANAGEMENT LLC

BOGUE ASSET MANAGEMENT, LLC

CRD 118985

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$92.7M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals38$22.0M
High net worth individuals30$70.7M

All web addresses on file

Official SEC filing: View on IAPD