Overview
Assets Under Management: $116 million
Headquarters: CAMP HILL, PA
High-Net-Worth Clients: 25
Average Client Assets: $2.8 million
Frequently Asked Questions
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, 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 #147982), ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC is subject to fiduciary duty under federal law.
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC is headquartered in CAMP HILL, PA.
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC serves 25 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC manages $116 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.12%
Average Client Assets: $2.8 million
Total Client Accounts: 539
Discretionary Accounts: 1
Non-Discretionary Accounts: 538
Regulatory Filings
CRD Number: 147982
Filing ID: 2065516
Last Filing Date: 2026-03-04 16:53:21