Overview
Assets Under Management: $918 million
Headquarters: NATICK, MA
High-Net-Worth Clients: 372
Average Client Assets: $476,575
Frequently Asked Questions
ASSET STRATEGY ADVISORS, LLC 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 #139879), ASSET STRATEGY ADVISORS, LLC is subject to fiduciary duty under federal law.
ASSET STRATEGY ADVISORS, LLC is headquartered in NATICK, MA.
ASSET STRATEGY ADVISORS, LLC serves 372 high-net-worth clients according to their SEC filing dated March 02, 2025. View client details ↓
According to their SEC Form ADV, ASSET STRATEGY ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ASSET STRATEGY ADVISORS, LLC manages $918 million in client assets according to their SEC filing dated March 02, 2025.
According to their SEC Form ADV, ASSET STRATEGY ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 372
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.32
Average High-Net-Worth Client Assets: $476,575
Total Client Accounts: 544
Discretionary Accounts: 502
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 139879
Last Filing Date: 2025-03-02 00:00:00
Website: https://assetstrategy.com