Asendo Wealth Advisory
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 305999
- Registered since
- October 29, 2019
- Website
- www.tsgadvice.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.62%
- Individuals35.14%
- Charitable Organizations1.09%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Asendo Wealth Advisory LLC is an independent registered investment adviser that registered with the SEC in 2019. Organized as an LLC and owned by an individual, the firm serves both individual and family clients as well as institutional relationships. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, with fees charged as a percentage of AUM and, where appropriate, hourly or fixed fees. Asendo lists accounting among its business activities and notes an industry affiliation with a law firm. It does not present itself as a capital allocator and does not identify as an active ESG investor.
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 Funds76%
- Exchange Traded Equities15%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$849M in ETFs
89%
$755M
<1%
$93.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $69.4M | 101,061 | 8.18% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 254 S Grubb St
- Time zone
- ET (UTC-5)
- Office locations
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