Prihlásiť sa Zaregistrujte sa zadarmo

Assetcounselors Com LLC (Dallas)


Assetcounselors Com LLC is a pension cosultant based in Dallas. It manages $938.97 thousand of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Logo



Assetcounselors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Assetcounselors: assets under management

The assets under management (AUM) of Assetcounselors Com LLC is $938.97 thousand. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $933.94 thousand in discretionary accounts and $5.03 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.03 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Assetcounselors Com LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Geometry Group Shareholder 1 Dec 1998 50% - 75% 52-1887069
James William Lewis Chairman 1 Dec 1998 50% - 75% 308692
Jeffrey Thomas Prendergast Co ceo 1 Sep 1999 Other 1645258

Based in Dallas

The principal office where Assetcounselors Com LLC performs its advisory services is located at 13155 Noel Road, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-233-3367 or by fax 972-233-3188. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.afcllc.com.


Registered investment advisers similar to Assetcounselors Com LLC