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The Asset Consulting Group, Inc CRD 173060
$107M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
410 S Orchard Suite 112, Boise, ID 83705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Asset Consulting Group | Boise | ID | 01/2011 | 02/2017 |
| The Asset Consulting Group | Boise | ID | 02/2017 | Present |
02/2017-Licensed insurance agent; sell insurance products, Boise, ID
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
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