B
CRD: 142561
Booth Asset Management, LLC
Fayetteville, NC
9102230148
$21.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
19 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2006
- Office Locations
- 1
Office Locations
-- Fayetteville NC
About Booth Asset Management, LLC
Booth Asset Management, LLC is a Fayetteville-based RIA. The firm has been operating for 19 years. Managing $21.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and SSG. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$21.0M AVG AUM / ADVISOR
$214.3K AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Momentum vector
Client Personas
Timber
Investment Vehicles
Horizon
Services
Summit capital Timber Element
Owner & Executives
A
ALTON CHARLES BOOTH
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(800) 539-4038
vital.crest@legacycapital.com
in linkedin.com/in/meridian-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,000,000 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,000,000
Public Funds:
45.4% Cash:
54.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,717,583,102 | 45.4% |
| Cash | $4,470,925,933 | 54.6% |
| Total | $8,188,509,035 | 100.0% |