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| Asset Management Strategies Inc
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|---|---|
| CRD # | 135173 |
| SEC # | 801-108628 |
| CIK # | |
| AUM | 220.2 M (2026-03-31) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 317-577-6912 |
| Address | 450 E 96th Street Indianapolis, IN 46240 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,110 | 220.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,110 | 220.2 |
| By Discretionary | ||
| Discretionary | 2,110 | 220.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,110 | 220.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.2 | |
| Total | 2,110 | 220.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2,110 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Carroll Investors Inc
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SC | 221.4 M |
|
Halcyon Global Advisors LLC
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TX | 221.3 M |
|
Asset Management Advisors LLC
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OK | 221.3 M |
|
Lyle Allan Glen
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CA | 221.2 M |
|
Para Wealth Advisors Inc
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WA | 221.0 M |
|
Intrinsic Value Partners LLC
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|
Great Gable Advisors LLC
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CA | 220.5 M |
|
Strategic Swiss Advisors AG
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|
220.0 M | |
|
Streeter Moore & Stipe LLC
✚
|
OK | 219.1 M |
|
Motiv8 Investments LLC
✚
|
FL | 219.1 M |