RIA Intelligence

ASI INVESTMENTS, LLC

CRD #138617 SEC #801-65786 LAFAYETTE, CA 925-299-7782
SEC Registered
Total AUM
$40M
Discretionary
$0
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 15, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OSBORNE, NEIL, LICHIEF COMPLIANCE OFFICERNA Control
OSBORNE, NEIL, LICHIEF COMPLIANCE OFFICERNA Control
TORRE, NICHOLAS, GICHIEF INVESTMENT OFFICER/CCONA Control
RUDD, ANDREW, THOMASICHAIRMAN/CEOE Control
RUDD, ANDREW, THOMASICHAIRMAN/CEOE Control
RUDD, ANDREW, THOMASICHAIRMAN/CEOE Control
TORRE, NICHOLAS, GICHIEF INVESTMENT OFFICERB Control
TORRE, NICHOLAS, GICHIEF INVESTMENT OFFICERB Control

Registrations

Federal

IA
Feb 15, 2007 REGISTERED

Notice Filings (1)

CA

Address

3675 MOUNT DIABLO BOULEVARD
SUITE 300
LAFAYETTE, CA 94549
USA
Phone: 925-299-7782