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Phineas William Troy

Asset Consulting Group, LLC

Clayton, MO

CRD 5573650

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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
MI RA APPROVED 2021-06-28
MO RA APPROVED 2021-06-28
OK RA APPROVED 2021-06-28
TX RA APPROVED 2021-06-28
  • MI RA
    APPROVED
    Since 2021-06-28
  • MO RA
    APPROVED
    Since 2021-06-28
  • OK RA
    APPROVED
    Since 2021-06-28
  • TX RA
    APPROVED
    Since 2021-06-28

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
Mercer Investments, Llc St. Louis MO 04/2012 12/2020
Mgi Funds Distributors, Llc St. Louis MO 03/2020 12/2020
Asset Consulting Group, Llc St. Louis MO 12/2020 Present
  • 04/2012 → 12/2020
    Mercer Investments, Llc
    St. Louis, MO
  • 03/2020 → 12/2020
    Mgi Funds Distributors, Llc
    St. Louis, MO
  • 12/2020 → Present
    Asset Consulting Group, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-17
S66 Uniform Combined State Law Examination 2008-09-22
  • S63 Uniform Securities Agent State Law Examination
    2020-08-17
  • S66 Uniform Combined State Law Examination
    2008-09-22
Designations
  • Chartered Financial Analyst
Other Names
  • Phinney William Troy

View on SEC IAPD

Nearby Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC

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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