BOGUE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 118985
- Website
- www.bogueassetmanagement.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.24%
- Individuals23.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bogue Asset Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing mix includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a capital allocator; it relies on third-party managers for alternative exposures.
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 Funds85%
- Exchange Traded Equities14%
- Cash & Cash Equivalents1%
Contacts
1 of 1JEFFREY BOGUE
PrincipalCRD 2768113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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