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THE ASSET CONSULTING GROUP, INC
CRD 173060 · SEC 801-80339
410 S ORCHARD SUITE 112, BOISE, ID, 83705, United States
Phone
208-333-9922
Fax
208-386-9814
Registration
— (—)
Source
State registered
Total AUM
$106.5M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersTRUSTS, ESTATES, CHARITABLE ORGANIZATIONS, FOUNDATIONS, AND ENDOWMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $10.0M |
| High net worth individuals | 3 | $7.7M |
| Pension/profit sharing plans | 19 | $88.8M |
All web addresses on file
Official SEC filing: View on IAPD