CRD: 173060
THE Asset Consulting Group, INC
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- Custodian
- Charles Schwab & Company · MID Atlantic · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-2014
- Office Locations
- 1
Office Locations
About THE Asset Consulting Group, INC
Boise, Idaho–based Asset Consulting Group provides holistic financial planning and retirement strategy guidance for individuals and businesses, paired with ongoing asset management. The team emphasizes portfolio construction through asset allocation and risk management, primarily using mutual funds and ETFs, and supports related needs such as tax and estate planning and insurance. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW MELVIN BARTON
Chief Compliance Officer, Owner
- CRD
- #6387329
- Ownership
- 75% or more
GARY LEE BARTON
Advisor, Managing Member
- CRD
- #824042
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Joshua Levi Moffis
Advisor
- CRD
- #7595352
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $403,878 |
| Non-Discretionary | $106,500,000 | $2,521,478 |
| Total | $106,500,000 | $1,324,574 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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