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Joshua Levi Moffis

The Asset Consulting Group, Inc

Boise, ID

CRD 7595352

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Employer firm

The Asset Consulting Group, Inc CRD 173060

$107M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • TRUSTS, ESTATES, CHARITABLE ORGANIZATIONS, FOUNDATIONS, AND ENDOWMENTS

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

Current Employers
The Asset Consulting Group, Inc

410 S Orchard Suite 112, Boise, ID 83705 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-07-12
  • ID RA
    APPROVED
    Since 2022-07-12

Branch Locations

410 S Orchard Suite 112, Boise, ID 83705 • 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
Us Bank Boise ID 05/2005 04/2018
The Asset Consulting Group Boise ID 04/2018 Present
The Asset Consulting Group Boise ID 07/2022 Present
  • 05/2005 → 04/2018
    Us Bank
    Boise, ID
  • 04/2018 → Present
    The Asset Consulting Group
    Boise, ID
  • 07/2022 → Present
    The Asset Consulting Group
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23

View on SEC IAPD

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