Consistent Asset Management Co, Inc. (Chadds Ford)

Name: Consistent Asset Management Co, Inc.
Address: 116 Commons Ct, Chadds Ford, PA, 19317
Telephone: 610-558-3000

Consistent Asset Management Co, Inc. is a large advisory firm based in Chadds Ford. It manages $246.77 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Texas.

Consistent Asset Management 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.

Consistent Asset Management: assets under management

The assets under management (AUM) of Consistent Asset Management Co, Inc. is $246.77 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $246.51 million in discretionary accounts and $261 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $37.29 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Consistent Asset Management Co, 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 Consistent Asset Management Co, Inc.

Daryl Lynn Hudson has been acting as President since 1 Jan 1987. Mark Thomas Davies joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daryl Lynn Hudson	Chairman	1 Jan 1987	75% - 100%	1777640
Mark Thomas Davies	Senior vice president	1 Jan 1987	Other	1582084

Based in Chadds Ford

The principal office where Consistent Asset Management Co, Inc. performs its advisory services is located at 116 Commons Ct, Chadds Ford, PA 19317, 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 610-558-3000 or by fax 610-558-3002. 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 consistentasset.com.