ASA MANAGED ACCOUNT MANAGERS LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$4.7M

Accounts

226

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 162855
Registered since: July 5, 2012
Website: www.asallc.com
Custodians: CHARLES SCHWAB & CO., INC., CADENCE BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI59.54%
Investment Companies21.38%
Corporations / Businesses14%
Charitable Organizations4.85%
Pooled Investment Vehicles0.23%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ASA Managed Account Managers LLC is a privately owned limited liability company that provides portfolio management to individual and family clients as well as institutional and business clients. The firm is SEC-registered (since 2012) and operates under an owner-type described as individual. Its advisory services span separately managed accounts and pooled vehicles; it also serves as a general partner/managing member for pooled investment vehicles. Fee arrangements include asset-based fees, fixed fees and performance-based fees. ASA does not identify as an active ESG investor and is not classified as a multi-state adviser.