Philip Fonseca
Investment adviser representative at Asset Consulting Group, LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
35 yearsFirm in business
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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
11 years in the industry.
- Asset Consulting Group, LLCMar 2025 to now
- Edward JonesJan 2017 to Mar 2025
- Scottrade, Inc.Jan 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5799858
- Firm CRD
- 107574