Consistent Asset Management Co, Inc. is a large advisory firm based in Chadds Ford. It manages $246.77 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Texas.
Consistent Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Consistent Asset Management Co, Inc. is $246.77 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Consistent Asset Management Co, Inc. for their services and products based on a percentage of assets under management. 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.
Daryl Lynn Hudson has been acting as President since 1 Jan 1987. Mark Thomas Davies joined the executive team most recently as the Senior Vice President.
The principal office where Consistent Asset Management Co, Inc. performs its advisory services is located at 116 Commons Ct, Chadds Ford, PA 19317, 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 610-558-3000 or by fax 610-558-3002. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at consistentasset.com.