Philip Fonseca

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 01/2017
  Scottrade, Inc.
  St. Louis, MO
• 01/2017 → 03/2025
  Edward Jones
  St.LOuis, MO
• 03/2025 → Present
  Asset Consulting Group, Llc
  St. Louis, MO

Previous Registrations

• 2017-01-31 → 2025-03-18
  Edward Jones
  St Louis, MO
  St. Louis, MO
  St Louis, MO
  St. Louis, MO
  St Louis, MO
  Webster Groves, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-01-30
• S63 Uniform Securities Agent State Law Examination
  2012-09-12

Other Names

• Philip Andrew Fonseca