AM
ASA MANAGED ACCOUNT MANAGERS LLC
SEC RegisteredMINNEAPOLIS, MNhttps://asallc.com952 847-2450
Assets Under Management
$1B–$5B
Employees
—
Office Locations
1 office
Total Accounts
226
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 198 | $630M |
| Pension/Profit Sharing Plans | 1 | $2.5M |
| State/Municipal Entities | 10 | — |
7 total clients reported on Form ADV.
Leadership
Robert Dean Albright
MANAGING MEMBER
Roland Austin Jacobus
MANAGING MEMBER
Gary George O'hagan
MANAGING MEMBER
Robert Dennis Furst
MANAGING MEMBER
Timothy Waite Stevens
CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
MN
MINNEAPOLISHQ
Regulatory & compliance
CRD number
#162855
SEC Number
801-76871
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Minimum: $100,000 (waivable)
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
asallc.comPhone
952 847-2450Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASA MANAGED ACCOUNT MANAGERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.