Asendo Wealth Advisory
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 305999
- Registered since
- October 29, 2019
- Website
- www.tsgadvice.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.62%
- Individuals35.14%
- Charitable Organizations1.09%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Asendo Wealth Advisory is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee options. Beyond investment advice, the firm lists accountant services among its business activities and maintains an industry affiliation with a law firm. Asendo does not identify as an active ESG investor and it does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities15%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Contacts
3 of 11
Isao Shoji
Managing PartnerCRD 5133809
Alvin Asiamah
Principal & Financial AdvisorCRD 4392606
Angel Brown
Financial AdvisorCRD 4247918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$729M in ETFs
89%
$648M
1%
$80.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $68.5M | 114,619 | 9.40% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 254 S Grubb St
- Time zone
- ET (UTC-5)
- Office locations
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