Asset Strategies Review


Trust Score 95%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Asset Strategies, federally registered in 2002, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 2 advisors. Asset Strategies manages $119.9 million and provides investment advisory services for 137 clients (1:69 advisor/client ratio). This firm does not have a disciplinary history.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down



Download PDF


Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $875,088
Hybrid Advisor No
Disciplinary History No
Total AUM $119.9 million
Advisor / Client Ratio 1:69
Headquarters Avon, CT
SEC Filings Forms and Brochures    (CRD # 119661)
State(s) Registered CT, FL, MA, NH, NY, TX


Questions & Answers



Get answers about Asset Strategies


Ask a question question_answer