Asb Consultores, LLC is an adviser based in Aventura. It manages $510.83 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Asb Consultores provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asb Consultores, LLC is $510.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 115% since the beginning of its operation, and $496.74 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Asb Consultores, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Asb Consultores is high net worth individuals with 5 clients and $510.62 million of assets under management. Among the 8 most similar advisory firms, Asb Consultores has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $510.83 million for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 67% of the firm’s clients are foreign persons or businesses.
Asb Consultores doesn't advise any private funds.
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. Only one employee is registered as an investment adviser representative 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.
The principal office where Asb Consultores, LLC performs its advisory services is located at 21005 Ne 31 St Avenue, Aventura, FL 33180, 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 305-318-7172 or by fax 305-318-7172. The normal business hours are office visits by appointment only on Other.