Asal Invest Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 340305
· SEC file 801-135334
· Arlington, VA
· www.instagram.com
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ADV data as of Jun 01, 2026
- Regulatory AUM
- $270
- Discretionary
- $270
- Clients
- 4
- Avg AUM / client
- $67
- Accounts
- 4
- Employees
- 2
AUM over time
$0
$270
Jan 14, 2026
Jun 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $270 | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 852 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SUBSCRIPTION FEES FOR PORTFOLIO MANAGEMENT SERVICES
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗