$26.7M Total AUM
$26.7M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2024
- Office Locations
- 1
Office Locations
-- Columbia MO
About Consolidated Asset Management, LLC
Consolidated Asset Management, LLC is a CFP-led advisory in Columbia, MO, focused on helping retail clients consolidate assets and simplify day-to-day banking and investing on one platform. The firm provides investment and tax management and builds risk-aligned portfolios using ETFs, mutual funds, stocks and fixed income, custodied at Charles Schwab.
Team overview
-- AVG AGE
$26.7M AVG AUM / ADVISOR
$988.8K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL LELAND KANAGO
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1001125
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,697,652 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,697,652 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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