Andrew M. Barton

THE ASSET CONSULTING GROUP,

Boise, ID 83705

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CRD#: 6387329

Professional summary

Andrew Melvin Barton, who also goes by Drew Barton, is a registered financial advisor currently at THE ASSET CONSULTING GROUP, INC located in Boise, Idaho.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Barton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

02/2017-Licensed insurance agent; sell insurance products, Boise, ID

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Melvin Barton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 6, 2017 - Present

THE ASSET CONSULTING GROUP, INC

Office #1: 410 S Orchard Suite 112, Boise, ID 83705

RIA

CRD#: 173060

Boise, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(2/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/2017

Uniform Investment Adviser Law Examination

Current Firm

THE ASSET CONSULTING GROUP, INC

CRD#: 173060 / SEC#: 801-80339

RIA

Registered Investment Advisory firm - (6/26/2017 Terminated)

Idaho

Registered Investment Advisory firm - (6/20/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

410 S Orchard Suite 112, Boise, ID 83705

Mailing Address

Phone number

(208) 333-9922

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 88,300,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew M. Barton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Melvin Barton's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ASSET CONSULTING GROUP, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2017

Current Firm

THE ASSET CONSULTING GROUP, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE ASSET CONSULTING GROUP, INC

TRUST BUT VERIFY

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