Asset Consulting Group
Financial Services • 
Clayton, Missouri, United States • 51-100 Employees
Company overview
| Headquarters | 231 South Bemiston Ave, 14th Floor, St. Louis, Missouri 63105, US |
| Phone number | +13148625967 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Impact Investing, Asset Allocation, Special Projects, Portfolio Rebalancing, Portfolio Implementation, Client Education, Investment Policy, Fee Negotiation, Investment Manager Search & Selection, Custodian Bank Selection & Review, Investment Performance Reporting & Monitoring, Ongoing Manager Due Diligence, Ongoing Portfolio Oversight |
| Founded | 1989 |
| Employees | 51-100 |
| Socials |
Key Contacts at Asset Consulting Group
Phineas W. Troy
Director
Michael Hotz
Director
George Tarlas
Senior Managing Director
Daniel Tarlas
Senior Managing Director
Craig Coleman
Director
Nathan Burk
Director
Jason Pulos
Managing Director
Roger Willis
Director Of Research
Haley Rives
Managing Director
Patrick Beggan
Software Engineer / Product Owner
Asset Consulting Group Email Formats
Asset Consulting Group uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@acgnet.com), used 71.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@acgnet.com | 71.1% |
{first name}.{last name} | john.doe@acgnet.com | 26.3% |
{first initial}{last name} | jdoe@acgnet.com | 2.6% |
About Asset Consulting Group
Asset Consulting Group (ACG) is an investment consulting firm focused exclusively on providing comprehensive, customized and objective investment advice to a select group of clients. At ACG, our success and longevity are a result of the depth and stability of our team, our accuracy and innovation, our expert research, and the custom solutions we provide to our clients. We advise to over 200 billion dollars in client assets. Our structure combines the resources of a larger firm with the flexibility of a smaller firm. Our clients include private investors, endowments, foundations, pension funds & insurance companies. Our Managing Directors have worked together at ACG for an average of 25 years, providing both consistency and continuity in our approach and process. Our senior investment professionals are highly credentialed in many disciplines including: investment management, securities trading, custody, real estate, mortgage banking and public accounting. Our team-oriented approach brings the depth of necessary resources to each individual relationship, and our clients have confidence that our recommendations are based upon significant research and experience. Investing involves risk, including the possible loss of principal.
Asset Consulting Group revenue & valuation
| Annual revenue | $14,800,000 |
| Revenue per employee | $246,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $47,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Asset Consulting Group has 13 employees across 6 departments.
Departments
Number of employees
Funding Data
Asset Consulting Group has never raised funding before.
Asset Consulting Group Tech Stack
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