ASSET MANAGEMENT CONSULTING SERVICES, INC.

RIASEC RegisteredEst. 2003
Total AUM
$144M
Discretionary
$144M
100% of AUM
Avg account
$4M
Accounts
36
Employees
2
Advisory reps
2

Firm details

Headquarters
LIVINGSTON, New Jersey
CRD number
128793
Registered since
October 24, 2003
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles86.2%
  • HNWI13.8%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Asset Management Consulting Services, Inc. is an SEC-registered corporate adviser (since 2003) that functions as a capital allocator and manager sponsor. The firm serves both individual and family clients as well as institutional investors and focuses on selecting third‑party managers rather than running a large in‑house investment platform. Its advisory activity centers on manager selection and it also acts as sponsor, general partner and managing member of pooled investment vehicles, indicating an active role in structuring and operating private funds. Investment preference skews to publicly traded equities and exchange‑traded vehicles for liquid, transparent exposure, while the firm supplements that core allocation with allocations to external alternative managers—primarily hedge funds. Fee arrangements include percentage-of-AUM and performance-based components, which align with its use of incentive-fee structures in private fund and hedge fund relationships. The firm is not an active ESG investor and is designated as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • KEITH ABRAMSON

    CFOCRD 3222095

Contacts

1 of 1
  • BRUCE ABRAMSON

    PresidentCRD 4719332

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LIVINGSTON, NJ

ESSEX

Location

LIVINGSTON, NJ

Headquartered in LIVINGSTON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
293 Eisenhower Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth