Overview
Assets Under Management: $140 million
Headquarters: AVON, CT
High-Net-Worth Clients: 47
Average Client Assets: $2.2 million
Frequently Asked Questions
ASSET 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 #119661), ASSET STRATEGIES, INC. is subject to fiduciary duty under federal law.
ASSET STRATEGIES, INC. is headquartered in AVON, CT.
ASSET STRATEGIES, INC. serves 47 high-net-worth clients according to their SEC filing dated February 20, 2024. View client details ↓
According to their SEC Form ADV, ASSET STRATEGIES, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ASSET STRATEGIES, INC. manages $140 million in client assets according to their SEC filing dated February 20, 2024.
According to their SEC Form ADV, ASSET STRATEGIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.59%
Average Client Assets: $2.2 million
Total Client Accounts: 606
Discretionary Accounts: 606
Regulatory Filings
CRD Number: 119661
Filing ID: 1824857
Last Filing Date: 2024-02-20 21:26:00