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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2013
- Office Locations
- 1
Office Locations
About ASI Wealth Advisors LLC
ASI Wealth Advisors (ASI Family Office) is a Miami-based independent firm providing wealth management and financial planning for individuals, families, and business owners. Investment work centers on asset allocation and portfolio construction across mutual funds/public funds, fixed income, and ETFs, with insurance planning as needed. The firm often helps clients navigate company and changing-market decisions; custodian relationships include Charles Schwab.
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Owner & Executives
ARTHUR EDWARD KULICK
Managing Member
- CRD
- #4521957
- Ownership
- 50% but less than 75%
PEDRO RAFAEL TINOCO
Chief Compliance Officer, Owner
- CRD
- #4629074
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,470,758 | -- |
| Total | $30,470,758 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,470,758
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $595,934,111 | 12.8% |
| Private Funds | $1,014,950,283 | 21.8% |
| Cash | $712,327,492 | 15.3% |
| Corporate - Investment Grade | $912,524,107 | 19.6% |
| Equity - Exchange | $600,589,846 | 12.9% |
| U.S. Government/Agency | $819,409,403 | 17.6% |
| Total | $4,655,735,242 | 100.0% |