ASC WEALTH & RETIREMENT ADVISORS LLC
Legal name: ASC 401(K) MANAGEMENT
CRD #220516 SEC #801-96217 APPLETON, WI 920-888-1272
SEC Registered
Total AUM
$45.9M
Discretionary
$0
Employees
2
Clients
--
Accounts
206
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $45.9M | $0 | $45.9M | 2 | 0 |
| Jul 2021 | $45.9M | $0 | $45.9M | 2 | 0 |
| Apr 2021 | $45.9M | $0 | $45.9M | 3 | 0 |
| Mar 2021 | $45.9M | $0 | $45.9M | 3 | 0 |
| Feb 2021 | $45.9M | $0 | $45.9M | 3 | 0 |
| Feb 2021 | $146M | $115.7M | $30.3M | 3 | 0 |
| Dec 2020 | $146M | $115.7M | $30.3M | 3 | 0 |
| Jun 2020 | $146M | $115.7M | $30.3M | 3 | 0 |
| Mar 2020 | $146M | $115.7M | $30.3M | 3 | 0 |
| May 2019 | $124.3M | $81.7M | $42.6M | 3 | 2 |
| Mar 2019 | $124.3M | $81.7M | $42.6M | 3 | 2 |
| Nov 2018 | $134M | $86.1M | $48M | 3 | 1 |
| Mar 2018 | $134M | $86.1M | $48M | 4 | 1 |
| Apr 2017 | $120.7M | $69.4M | $51.4M | 4 | 301 |
| Mar 2017 | $120.7M | $69.4M | $51.4M | 4 | 301 |
| Jun 2016 | $110.9M | $110.8M | $94.2K | 4 | 319 |
| Apr 2016 | $110.9M | $110.8M | $94.2K | 4 | 319 |
| Mar 2016 | $117.2M | $117.1M | $97.9K | 4 | 319 |
| Mar 2016 | $117.2M | $117.1M | $97.9K | 3 | 0 |
| Sep 2015 | $117.2M | $117.1M | $97.9K | 3 | 0 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
DateAug 2021
Total AUM$45.9M
Discretionary$0
Non-Disc.$45.9M
Employees2
Clients0
DateJul 2021
Total AUM$45.9M
Discretionary$0
Non-Disc.$45.9M
Employees2
Clients0
DateApr 2021
Total AUM$45.9M
Discretionary$0
Non-Disc.$45.9M
Employees3
Clients0
DateMar 2021
Total AUM$45.9M
Discretionary$0
Non-Disc.$45.9M
Employees3
Clients0
DateFeb 2021
Total AUM$45.9M
Discretionary$0
Non-Disc.$45.9M
Employees3
Clients0
DateFeb 2021
Total AUM$146M
Discretionary$115.7M
Non-Disc.$30.3M
Employees3
Clients0
DateDec 2020
Total AUM$146M
Discretionary$115.7M
Non-Disc.$30.3M
Employees3
Clients0
DateJun 2020
Total AUM$146M
Discretionary$115.7M
Non-Disc.$30.3M
Employees3
Clients0
DateMar 2020
Total AUM$146M
Discretionary$115.7M
Non-Disc.$30.3M
Employees3
Clients0
DateMay 2019
Total AUM$124.3M
Discretionary$81.7M
Non-Disc.$42.6M
Employees3
Clients2
DateMar 2019
Total AUM$124.3M
Discretionary$81.7M
Non-Disc.$42.6M
Employees3
Clients2
DateNov 2018
Total AUM$134M
Discretionary$86.1M
Non-Disc.$48M
Employees3
Clients1
DateMar 2018
Total AUM$134M
Discretionary$86.1M
Non-Disc.$48M
Employees4
Clients1
DateApr 2017
Total AUM$120.7M
Discretionary$69.4M
Non-Disc.$51.4M
Employees4
Clients301
DateMar 2017
Total AUM$120.7M
Discretionary$69.4M
Non-Disc.$51.4M
Employees4
Clients301
DateJun 2016
Total AUM$110.9M
Discretionary$110.8M
Non-Disc.$94.2K
Employees4
Clients319
DateApr 2016
Total AUM$110.9M
Discretionary$110.8M
Non-Disc.$94.2K
Employees4
Clients319
DateMar 2016
Total AUM$117.2M
Discretionary$117.1M
Non-Disc.$97.9K
Employees4
Clients319
DateMar 2016
Total AUM$117.2M
Discretionary$117.1M
Non-Disc.$97.9K
Employees3
Clients0
DateSep 2015
Total AUM$117.2M
Discretionary$117.1M
Non-Disc.$97.9K
Employees3
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0