Joseph
Nugent

Asset Consulting Group, LLC

CRD#7139848
Investment Advisor
in Saint Louis, MO

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About this Advisor

Joseph Nugent is a financial advisor who works out of Saint Louis, Missouri with 4 years of relevant experience. Nugent is on the advisory team at Asset Consulting Group, LLC. They have been employed by Asset Consulting Group, Llc for their complete career. Nugent has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Missouri. Asset Consulting Group, LLC is a registered investment business that has its headquarters in Saint Louis, MO. It manages $508 million in total assets across its 13 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm serves 40 charitable organizations. Of its 13 accounts, 38% belong to high-net-worth investors who have at least $1 million in assets. Asset Consulting Group, LLC offers a number of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely vary depending on which service is provided. However, fee types billed by Asset Consulting Group, LLC can include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

231 South Bemiston Avenue 14Th Floor
Saint Louis, MO 63105

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Asset Consulting Group, LLC Brokerage Details

Total Assets Under Management

$507,837,532

MO Average: $11,469,110,461
Total Number of Employees

47

MO Average: 458
Total Number of Accounts

13

MO Average: 33,415
Average Account Size

$39,064,426

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Joseph Nugent Work History

Joseph has been registered as a financial advisor for 4 years.*

2005 - Present (19 years)

Asset Consulting Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Nugent to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Consulting Group, LLC

Alexander Nixon
Saint Louis, MO
Daniel Flynn
Saint Louis, MO
Charles Moore
Saint Louis, MO
Phineas Troy
Saint Louis, MO
William Melvin
Saint Louis, MO
Roger Willis
Saint Louis, MO
Michael Hotz
Saint Louis, MO
Nathan Burk
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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