Overview
Assets Under Management: $207 million
Headquarters: INDIANAPOLIS, IN
Frequently Asked Questions
ASSET MANAGEMENT STRATEGIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135173), ASSET MANAGEMENT STRATEGIES, INC. is subject to fiduciary duty under federal law.
ASSET MANAGEMENT STRATEGIES, INC. is headquartered in INDIANAPOLIS, IN.
According to their SEC Form ADV, ASSET MANAGEMENT STRATEGIES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ASSET MANAGEMENT STRATEGIES, INC. manages $207 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, ASSET MANAGEMENT STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 2,038
Discretionary Accounts: 2,038
Regulatory Filings
CRD Number: 135173
Filing ID: 1969931
Last Filing Date: 2025-03-28 13:45:00
Website: https://amsria.com