Ashen Investment Management, LLC (Pittsburgh)

Ashen Investment Management, LLC is a large advisory firm based in Pittsburgh. It manages $1.15 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Pennsylvania.

Ashen Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ashen Investment Management: assets under management

The assets under management (AUM) of Ashen Investment Management, LLC is $1.15 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 44% of the total AUM. The second-largest asset type is other assets, which make up 27% of the firm’s portfolio. Investments in government bonds form 24% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ashen Investment Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ashen Investment Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jaison Milan Milkovich	Managing member	1 Oct 2008	75% - 100%	3159440

Based in Pittsburgh

The principal office where Ashen Investment Management, LLC performs its advisory services is located at 104 Ashford Court, Pittsburgh, PA 15237 8703, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-364-8595 or by fax 412-364-8596. The normal business hours are 9am to 5pm on Monday - Friday.