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Craig Martin Coleman

Asset Consulting Group, LLC

Clayton, MO

CRD 5058378

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Employer firm

Asset Consulting Group, LLC CRD 107574

$1.10B regulatory AUM 128 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • ASSET CONSULTING GROUP (ACG) PROVIDES COMPREHENSIVE INVESTMENT CONSULTING SERVICES TO TAXABLE AND TAX-EXEMPT ENTITIES.

From the firm’s Form ADV. Read the guides:

Current Employers
Asset Consulting Group, Llc

231 South Bemiston Avenue 14Th Floor, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-07-24
  • MO RA
    APPROVED
    Since 2023-07-24

Branch Locations

231 South Bemiston Avenue 14Th Floor, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Strategies Group St. Louis MO 04/2010 11/2018
Mercer St. Louis MO 11/2018 07/2021
Asset Consulting Group St. Louis MO 07/2021 Present
  • 04/2010 → 11/2018
    Summit Strategies Group
    St. Louis, MO
  • 11/2018 → 07/2021
    Mercer
    St. Louis, MO
  • 07/2021 → Present
    Asset Consulting Group
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-03
  • S66 Uniform Combined State Law Examination
    2006-03-03

View on SEC IAPD

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Nearby Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz

Nearby Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO

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