Phineas William Troy
Investment adviser representative at Asset Consulting Group, LLC
8 yearsExperience
4 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Asset Consulting Group, LLCDec 2020 to now
- Mgi Funds Distributors, LLCMar 2020 to Dec 2020
- Mercer Investments, LLCApr 2012 to Dec 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 4 states (MI, MO, OK, TX).
Asset Consulting Group, LLC
$1.1BAssets managed
161Clients
19Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5573650
- Firm CRD
- 107574