Asset Management Consultant Service Inc (Albuquerque)


Asset Management Consultant Service Inc is a large advisory firm based in Albuquerque. It manages $51.5 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of New Mexico and Texas.

Logo

Asset Management Consultant Service provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Management Consultant Service: assets under management

The assets under management (AUM) of Asset Management Consultant Service Inc is $51.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $384.29 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Asset Management Consultant Service Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Asset Management Consultant Service Inc

William Bayne has been acting as President since 1 Feb 1995. Thomas Andrew Crow joined the executive team most recently as the President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Elizabeth Shellabarger Bayne Sr. vp, secretary/treasurer 1 Aug 1978 50% - 75% 4297547
William Bayne Chairman 1 Feb 1995 50% - 75% 4297537
Thomas Andrew Crow President 1 Aug 2000 Other 4297550

Based in Albuquerque

The principal office where Asset Management Consultant Service Inc performs its advisory services is located at 601 Tijeras Ave Nw Suite 300, Albuquerque, NM 87102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-243-2281 or by fax 505-243-0473. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.amcsi.com.