SourcingSourcing

ASSET MANAGEMENT CONSULTING SERVICES, INC.

B59
CRD 128793·SEC 801-62460·LIVINGSTON, NJ
AUM
$144.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$433K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD
128793
SEC file #
801-62460
EIN
223795608
DBA names
—

Economics

AUM
$144.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$132.4M → $144.2M▲ +9%
Client mix
Individuals High Net Worth6
Pooled Investment Vehicles5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
LIVINGSTON NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Selection of other advisers
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABRAMSON, KEITH, BRETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ABRAMSON, KEITH, BRETT
ABRAMSON, BRUCE, STUART
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001818909
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2020-07-29
Edgar Last Filing Date
2025-07-31
Edgar Form D Count
6
Edgar Form D Offerings
2025-07-312025-07-31 · 0001818909-25-000002
2024-07-312024-07-31 · 0001818909-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing12
Fidelity4
E*trade4
Edgar Addresses
Mailing
C/O ASSET MANAGEMENT CONSULTING SERVICES293 EISENHOWER PARKWAY, SUITE 330LIVINGSTON, NJ 07039
Business
C/O ASSET MANAGEMENT CONSULTING SERVICES293 EISENHOWER PARKWAY, SUITE 330LIVINGSTON, NJ 07039
Edgar EIN
223795608
Edgar Recent Filings
D/A2025-07-31 · 0001818909-25-000002
D/A2024-07-31 · 0001818909-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3222095
Trust Company Affiliate
No

People (2)

2
ABRAMSON, KEITH, BRETT
IAR · Direct Owner · 87.5%
3222095
ABRAMSON, BRUCE, STUART
IAR · Direct Owner · 17.5%
4719332