ASB CONSULTORES, LLC
Adviser information for ASB CONSULTORES, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 1 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 10 | $745.7M |
Non-Discretionary | 0 | $0 |
Total | 10 | $745.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | <5 | $211,476 |
HNW Individuals | <5 | $745.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 50 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
21005 NE 31ST AVENUEAVENTURA
FL
United States
OFFICE VISITS BY APPOINTMENT ONLY, OFFICE VISITS BY APPOINTMENT ONLY
Tel: 305-318-7172, Fax: 305-318-7172
Chief Compliance Officer
ALEX SILBERWASSER
CONSULTANT, OWNER, CCO
21005 NE 31ST AVENUE
AVENTURA
FL
United States
Tel:
305-318-7172
Fax:
305-318-7172
A****************@******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SILBERWASSER BACAL, ALEX, ABRAHAM | Individual | – | CONSULTANT, OWNER, CCO | 06/2014 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 451K | 4K | – |
ABBVIE INC | COM | 726K | 4K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 431K | 1K | – |
ADOBE INC | COM | 537K | 966 | – |
ADVANCED MICRO DEVICES INC | COM | 437K | 3K | – |
AIRBNB INC | COM CL A | 335K | 2K | – |
ALPHABET INC | CAP STK CL A | 2M | 13K | – |
ALPHABET INC | CAP STK CL C | 1M | 6K | – |
ALPS ETF TR | BARRONS 400 ETF | 1M | 21K | – |
AMAZON COM INC | COM | 3M | 15K | – |
AMERICAN EXPRESS CO | COM | 655K | 3K | – |
AMERICAN INTL GROUP INC | COM NEW | 246K | 3K | – |
AMERICAN TOWER CORP NEW | COM | 289K | 1K | – |
AMPHENOL CORP NEW | CL A | 232K | 3K | – |
ANALOG DEVICES INC | COM | 539K | 2K | – |
AON PLC | SHS CL A | 238K | 811 | – |
APPLE INC | COM | 1M | 6K | – |
APPLIED MATLS INC | COM | 674K | 3K | – |
ARISTA NETWORKS INC | COM | 327K | 933 | – |
ASML HOLDING N V | N Y REGISTRY SHS | 471K | 461 | – |
AURORA INNOVATION INC | CLASS A COM | 36K | 13K | – |
AVANTOR INC | COM | 215K | 10K | – |
BANK AMERICA CORP | COM | 776K | 20K | – |
BAXTER INTL INC | COM | 362K | 11K | – |
BECTON DICKINSON & CO | COM | 284K | 1K | – |
BLACKROCK INC | COM | 321K | 408 | – |
BLACKSTONE INC | COM | 248K | 2K | – |
BOEING CO | COM | 671K | 4K | – |
BOOKING HOLDINGS INC | COM | 231K | 58 | – |
BROADCOM INC | COM | 1M | 854 | – |
BROOKFIELD CORP | CL A LTD VT SH | 303K | 7K | – |
CADENCE DESIGN SYSTEM INC | COM | 547K | 2K | – |
CAPITAL ONE FINL CORP | COM | 247K | 2K | – |
CHEVRON CORP NEW | COM | 578K | 4K | – |
CHIPOTLE MEXICAN GRILL INC | COM | 400K | 6K | – |
CHUBB LIMITED | COM | 484K | 2K | – |
CITIGROUP INC | COM NEW | 329K | 5K | – |
CLOUDFLARE INC | CL A COM | 339K | 4K | – |
CME GROUP INC | COM | 251K | 1K | – |
COCA COLA CO | COM | 253K | 4K | – |
COMCAST CORP NEW | CL A | 532K | 14K | – |
CONOCOPHILLIPS | COM | 852K | 7K | – |
CORNING INC | COM | 294K | 8K | – |
COSTCO WHSL CORP NEW | COM | 292K | 344 | – |
CROWDSTRIKE HLDGS INC | CL A | 202K | 526 | – |
DANAHER CORPORATION | COM | 757K | 3K | – |
DEERE & CO | COM | 268K | 718 | – |
DELL TECHNOLOGIES INC | CL C | 262K | 2K | – |
DISNEY WALT CO | COM | 683K | 7K | – |
DOMINION ENERGY INC | COM | 253K | 5K | – |
DOORDASH INC | CL A | 316K | 3K | – |
DRAFTKINGS INC NEW | COM CL A | 234K | 6K | – |
DTE ENERGY CO | COM | 242K | 2K | – |
DUKE ENERGY CORP NEW | COM NEW | 413K | 4K | – |
EATON CORP PLC | SHS | 415K | 1K | – |
ELANCO ANIMAL HEALTH INC | COM | 255K | 18K | – |
ELEVANCE HEALTH INC | COM | 302K | 557 | – |
ELI LILLY & CO | COM | 1M | 1K | – |
EOG RES INC | COM | 337K | 3K | – |
EXXON MOBIL CORP | COM | 820K | 7K | – |
FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 637K | 19K | – |
FORTIVE CORP | COM | 218K | 3K | – |
FREEPORT-MCMORAN INC | CL B | 344K | 7K | – |
GALLAGHER ARTHUR J & CO | COM | 272K | 1K | – |
GE AEROSPACE | COM NEW | 376K | 2K | – |
GENERAL DYNAMICS CORP | COM | 523K | 2K | – |
GENERAL MTRS CO | COM | 238K | 5K | – |
GLOBAL X FDS | GLOBAL X URANIUM | 690K | 24K | – |
GOLDMAN SACHS GROUP INC | COM | 243K | 538 | – |
GRANITESHARES GOLD TR | SHS BEN INT | 217K | 9K | – |
GRAPHIC PACKAGING HLDG CO | COM | 325K | 12K | – |
HILTON WORLDWIDE HLDGS INC | COM | 368K | 2K | – |
HOME DEPOT INC | COM | 372K | 1K | – |
HONEYWELL INTL INC | COM | 298K | 1K | – |
INFINERA CORP | COM | 109K | 18K | – |
INTERCONTINENTAL EXCHANGE IN | COM | 289K | 2K | – |
INTERNATIONAL BUSINESS MACHS | COM | 257K | 1K | – |
INTUIT | COM | 690K | 1K | – |
INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 341K | 14K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 41M | 251K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 408K | 11K | – |
ISHARES INC | MSCI EMRG CHN | 486K | 8K | – |
ISHARES INC | MSCI GBL ETF NEW | 3M | 62K | – |
ISHARES INC | MSCI BRAZIL ETF | 3M | 127K | – |
ISHARES TR | MSCI EAFE ETF | 4M | 53K | – |
ISHARES TR | 10-20 YR TRS ETF | 897K | 9K | – |
ISHARES TR | MSCI USA QLT FCT | 15M | 88K | – |
ISHARES TR | NATIONAL MUN ETF | 877K | 8K | – |
ISHARES TR | MSCI INTL QUALTY | 318K | 8K | – |
ISHARES TR | SHRT NAT MUN ETF | 292K | 3K | – |
ISHARES TR | GL CLEAN ENE ETF | 634K | 48K | – |
ISHARES TR | GLOB HLTHCRE ETF | 320K | 3K | – |
ISHARES TR | CORE US AGGBD ET | 1M | 11K | – |
ISHARES TR | MSCI ACWI ETF | 3M | 23K | – |
ISHARES TR | USD INV GRDE ETF | 361K | 7K | – |
ISHARES TR | CORE S&P MCP ETF | 259K | 4K | – |
ISHARES TR | MSCI CHINA ETF | 287K | 7K | – |
ISHARES TR | EUROPE ETF | 950K | 17K | – |
ISHARES TR | US AER DEF ETF | 5M | 38K | – |
JANUS DETROIT STR TR | HENDERSON MTG | 1M | 24K | – |
JANUS DETROIT STR TR | B-BBB CLO ETF | 201K | 4K | – |
JOHNSON & JOHNSON | COM | 703K | 5K | – |
JPMORGAN CHASE & CO. | COM | 2M | 8K | – |
KENVUE INC | COM | 254K | 14K | – |
KKR & CO INC | COM | 716K | 7K | – |
KLA CORP | COM NEW | 368K | 446 | – |
KRANESHARES TRUST | QUADRTC INT RT | 188K | 10K | – |
KROGER CO | COM | 212K | 4K | – |
L3HARRIS TECHNOLOGIES INC | COM | 426K | 2K | – |
LAM RESEARCH CORP | COM | 810K | 761 | – |
LINDE PLC | SHS | 376K | 858 | – |
LOWES COS INC | COM | 219K | 995 | – |
LPL FINL HLDGS INC | COM | 206K | 736 | – |
MARSH & MCLENNAN COS INC | COM | 496K | 2K | – |
MARVELL TECHNOLOGY INC | COM | 258K | 4K | – |
MASTERCARD INCORPORATED | CL A | 843K | 2K | – |
MCKESSON CORP | COM | 501K | 858 | – |
MERCADOLIBRE INC | COM | 383K | 233 | – |
MERCK & CO INC | COM | 481K | 4K | – |
META PLATFORMS INC | CL A | 2M | 3K | – |
MICROCHIP TECHNOLOGY INC. | COM | 207K | 2K | – |
MICRON TECHNOLOGY INC | COM | 457K | 3K | – |
MICROSOFT CORP | COM | 5M | 10K | – |
MOHAWK INDS INC | COM | 285K | 3K | – |
MONDELEZ INTL INC | CL A | 300K | 5K | – |
MONOLITHIC PWR SYS INC | COM | 201K | 245 | – |
MORGAN STANLEY | COM NEW | 519K | 5K | – |
NASDAQ INC | COM | 509K | 8K | – |
NETFLIX INC | COM | 1M | 2K | – |
NORTHROP GRUMMAN CORP | COM | 364K | 834 | – |
NOVO-NORDISK A S | ADR | 373K | 3K | – |
NU HLDGS LTD | ORD SHS CL A | 149K | 12K | – |
NVIDIA CORPORATION | COM | 3M | 25K | – |
NXP SEMICONDUCTORS N V | COM | 389K | 1K | – |
ORACLE CORP | COM | 783K | 6K | – |
PACER FDS TR | PACER US SMALL | 4M | 82K | – |
PALO ALTO NETWORKS INC | COM | 369K | 1K | – |
PENN ENTERTAINMENT INC | COM | 254K | 13K | – |
PEPSICO INC | COM | 273K | 2K | – |
PFIZER INC | COM | 435K | 16K | – |
PHILIP MORRIS INTL INC | COM | 537K | 5K | – |
PNC FINL SVCS GROUP INC | COM | 451K | 3K | – |
PROCTER AND GAMBLE CO | COM | 666K | 4K | – |
PROGRESSIVE CORP | COM | 835K | 4K | – |
PROLOGIS INC. | COM | 262K | 2K | – |
QUALCOMM INC | COM | 257K | 1K | – |
REGENERON PHARMACEUTICALS | COM | 605K | 576 | – |
ROYAL CARIBBEAN GROUP | COM | 266K | 2K | – |
RTX CORPORATION | COM | 337K | 3K | – |
SALESFORCE INC | COM | 469K | 2K | – |
SCHWAB CHARLES CORP | COM | 494K | 7K | – |
SELECT SECTOR SPDR TR | ENERGY | 17M | 183K | – |
SELECT SECTOR SPDR TR | FINANCIAL | 5M | 110K | – |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 3M | 43K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 384K | 2K | – |
SEMPRA | COM | 293K | 4K | – |
SENSATA TECHNOLOGIES HLDG PL | SHS | 310K | 8K | – |
SERVICENOW INC | COM | 584K | 743 | – |
SHOPIFY INC | CL A | 493K | 7K | – |
SOUTHERN CO | COM | 316K | 4K | – |
SPDR S&P 500 ETF TR | TR UNIT | 15M | 28K | – |
SPDR SER TR | PORTFOLIO SH TSR | 206K | 7K | – |
SPDR SER TR | PORTFOLIO S&P600 | 294K | 7K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 268K | 3K | – |
SPDR SER TR | S&P METALS MNG | 3M | 50K | – |
SPDR SER TR | S&P DIVID ETF | 322K | 3K | – |
SPDR SER TR | S&P BIOTECH | 2M | 16K | – |
SPOTIFY TECHNOLOGY S A | SHS | 431K | 1K | – |
SS&C TECHNOLOGIES HLDGS INC | COM | 307K | 5K | – |
SUPER MICRO COMPUTER INC | COM | 233K | 284 | – |
SYNOPSYS INC | COM | 377K | 634 | – |
TARGET CORP | COM | 226K | 2K | – |
TERADYNE INC | COM | 281K | 2K | – |
TESLA INC | COM | 705K | 4K | – |
THE CIGNA GROUP | COM | 477K | 1K | – |
THE TRADE DESK INC | COM CL A | 321K | 3K | – |
THERMO FISHER SCIENTIFIC INC | COM | 434K | 785 | – |
TOPGOLF CALLAWAY BRANDS CORP | COM | 309K | 20K | – |
TRANSDIGM GROUP INC | COM | 385K | 301 | – |
UBER TECHNOLOGIES INC | COM | 632K | 9K | – |
UNION PAC CORP | COM | 396K | 2K | – |
UNITED RENTALS INC | COM | 259K | 400 | – |
UNITEDHEALTH GROUP INC | COM | 654K | 1K | – |
VANECK ETF TRUST | INDIA GROWTH LDR | 254K | 5K | – |
VANGUARD INDEX FDS | VALUE ETF | 631K | 4K | – |
VANGUARD INDEX FDS | GROWTH ETF | 59M | 158K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 317K | 5K | – |
VANGUARD WORLD FD | HEALTH CAR ETF | 3M | 13K | – |
VERISK ANALYTICS INC | COM | 208K | 771 | – |
VERTEX PHARMACEUTICALS INC | COM | 370K | 790 | – |
VERTIV HOLDINGS CO | COM CL A | 253K | 3K | – |
VISA INC | COM CL A | 1M | 5K | – |
WALMART INC | COM | 1M | 15K | – |
WELLS FARGO CO NEW | COM | 735K | 12K | – |
WISDOMTREE TR | FLOATNG RAT TREA | 540K | 11K | – |
ZIMMER BIOMET HOLDINGS INC | COM | 357K | 3K | – |