Asset Consulting Group, LLC

Asset Consulting Group, LLC (CRD# 107574) is a financial advisory firm headquartered in Clayton, MO. They manage $73,056,941 in 2 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $36,528,471
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, MO, OK, TX

Financial Advisors at Asset Consulting Group, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Nathan R. Burk
CRD#: 4829097
231 South Bemiston Avenue, 14th Floor, Clayton, MO 63105
96
Wealthminder
score

Nathan Burk (CRD# 4829097) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has over 10 years of experience in the finance industry.

2
Bradley D. Davis
CRD#: 4202877
231 South Bemiston Avenue, 14th Floor, Clayton, MO 63105
96
Wealthminder
score

Bradley Davis (CRD# 4202877) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has over 16 years of experience in the finance industry.

3
Patricia M. Haffner
CRD#: 1051537
231 South Bemiston Avenue, 14th Floor, Clayton, MO 63105
96
Wealthminder
score

Patricia Haffner (CRD# 1051537) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has over 14 years of experience in the finance industry.

4
Lori D. Mills
CRD#: 4421419
231 South Bemiston Avenue, 14th Floor, Saint Louis, MO 63105
96
Wealthminder
score

Lori Mills (CRD# 4421419) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.

5
Donald J. Mueth
CRD#: 1359739
231 South Bemiston Avenue, Saint Louis, MO 63105
96
Wealthminder
score

Donald Mueth (CRD# 1359739) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Saint Louis, MO and has over 32 years of experience in the finance industry.

6
Haley Siefert
CRD#: 4235319
231 South Bemiston Avenue, 14th Floor, Clayton, MO 63105
96
Wealthminder
score

Haley Siefert (CRD# 4235319) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has over 16 years of experience in the finance industry.

7
Mitchell H. Boraz
CRD#: 1468271
231 South Bemiston Avenue, 14th Floor, Saint Louis, MO 63105
93
Wealthminder
score

Mitchell Boraz (CRD# 1468271) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Saint Louis, MO and has over 31 years of experience in the finance industry.

8
Patricia J. Karolczak
CRD#: 5329855
231 South Bemiston Avenue, 14th Floor, Clayton, MO 63105
93
Wealthminder
score

Patricia Karolczak (CRD# 5329855) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has over 7 years of experience in the finance industry.

9
Daniel C. Tarlas
CRD#: 1189379
7700 Bonhomme Ave., Suite 650, Saint Louis, MO 63105
93
Wealthminder
score

Daniel Tarlas (CRD# 1189379) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry.

10
Thomas J. Janisch
CRD#: 6161517
231 South Bemiston Avenue, 14th Floor, Clayton, MO 63105
90
Wealthminder
score

Thomas Janisch (CRD# 6161517) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Clayton, MO and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.