Bussel Asset Management, LLC (Miami)

Bussel Asset Management, LLC is an adviser based in Miami. It manages $21.05 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

Bussel Asset Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bussel Asset Management: assets under management

The assets under management (AUM) of Bussel Asset Management, LLC is $21.05 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.45 million in discretionary accounts and $599.59 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $299.8 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bussel Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bussel Asset Management, LLC

John Matthew Bussel has been acting as President since 1 Jan 1999. Llc Bussel Asset Management joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Bussel Asset Management	Manager	1 Jan 1999	75% - 100%	117529
John Matthew Bussel	Manager/president	1 Jan 1999	75% - 100%	2838167

Based in Miami

The principal office where Bussel Asset Management, LLC performs its advisory services is located at 801 Brickell Ave., Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.