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ASA Advisors, Inc.

ASA Advisors, Inc.. CRD 170898

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CRD: 170898

ASA Advisors, Inc.

Eureka, MO
3148218811
asaadvisors.com
$9.8M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
4 Employees
70 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Fusion vital
Established Date
07-31-2014
Office Locations
1

Office Locations

-- Eureka MO

About ASA Advisors, Inc.

ASA Advisors, Inc. is a Missouri-based RIA focused on risk-managed wealth building for retirement. The firm provides financial planning spanning asset protection, tax and estate strategies, college planning, and business/corporate planning, supported by alliances with leading law and insurance experts. Investment approach emphasizes taking the least risk necessary, using diversified ETFs and protective tools such as fixed indexed annuities to help limit market losses.

Team overview

68 AVG AGE
$9.8M AVG AUM / ADVISOR
$140.3K AVG AUM / CLIENT
12 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Peak

Client Personas

North bridge Summit

Custodian

Bridge foundation Radial Vertex

Investment Themes

Signal pathway Delta eagle Meridian Crest

Investment Vehicles

Signal wave Beacon vertex

Platform

Delta wave

Services

Signal Focus catalyst Value frontier Unison beacon Bridge Horizon harbor Timber vital Radial Fusion frontier Fusion Pathway prime Value zenith

Technology

Vector

Owner & Executives

ALAN M SMITH

ALAN M SMITH

Chief Compliance Officer, President

CRD
#1580404
Ownership
75% or more
(525) 764-8273
timber.vertex@horizoncapital.com
in linkedin.com/in/meridian-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,728,526 --
Non-Discretionary $1,095,071 --
Total $9,823,597 --

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Separately Managed Accounts

Total SMA Asset: $9,823,597

$9.8M Total SMA
Equity - Exchange:
49.8%
Cash:
50.2%
Asset class Assets Assets %
Equity - Exchange $2,407,617,239 49.8%
Cash $2,426,955,531 50.2%
Total $4,834,572,770 100.0%

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