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| Asset Strategy Advisors LLC
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| |
|---|---|
| CRD # | 139879 |
| SEC # | 801-66549 |
| CIK # | |
| AUM | $557.0 MM (2024-08-29) |
| Employees | 12 (67% Investors, 42% Brokers) |
| Phone | 781-235-4426 |
| Address | 24 Superior Drive Natick, MA 01760-1535 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 15.5 |
| (b) Individuals (high net worth individuals) | 399 | 192.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 349.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 557.0 |
| By Discretionary | ||
| Discretionary | 487 | 199.4 |
| Non-Discretionary | 52 | 357.6 |
| Total | 539 | 557.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.0 | |
| Total | 539 | 557.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 0.6 |
|
Sweeney & Michel LLC
✚
|
CA | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
Osher van de Voorde Investment Management
✚
|
CA | 0.6 |
|
G2 Capital Management LLC
✚
|
OH | 0.6 |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Independent Family Office LLC
✚
|
NY | 0.6 |
|
SFG Wealth Management LLC
✚
|
MD | 0.6 |