TrueAdvisor
TrueAdvisor
PF
PF

Philip Fonseca

Asset Consulting Group, LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
High Net Worth
Asset Consulting Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
161 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$753.6M

Location

231 South Bemiston Avenue, 14th Floor, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Asset Consulting Group, LLC
March 2025 - Present · 11 mos
Previous Registrations
Edward Jones
January 2017 - March 2025 · 8 yrs 2 mos
Edward JonesBroker
January 2017 - March 2025 · 8 yrs 2 mos
Scottrade, INC.Broker
January 2015 - January 2017 · 2 yrs
Century Securities Associates, INC.Broker
August 2013 - December 2014 · 1 yr 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2013 - December 2014 · 1 yr 4 mos
Scottrade, INC.Broker
August 2012 - August 2013 · 1 yr
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.