CRD: 153958
Widener & Asher Asset Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-29-2010
- Office Locations
- 1
Office Locations
About Widener & Asher Asset Management LLC
Widener & Asher Asset Management helps individuals and families plan for retirement and long term financial goals, pairing ongoing financial planning with portfolio construction and risk management. The firm builds client portfolios primarily with ETFs and mutual funds and can coordinate estate, tax, and insurance planning. Based in Ellinwood, KS, with portfolios custodied at Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
AUSTIN JACOB ASHER
Chief Financial Officer, Investment Advisor
- CRD
- #5798470
- Ownership
- 50% but less than 75%
MICHAEL JAMES WIDENER
CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #5798469
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,544,723 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,544,723 | -- |
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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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