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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Asset Strategy Retirement Plan Consultants LLC
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|---|---|
| CRD # | 147982 |
| SEC # | 801-113160 |
| CIK # | |
| AUM | $91.0 M (2025-02-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 717-602-1100 |
| Address | 3425 Simpson Ferry Rd Camp Hill, PA 17011 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 32.6 |
| (b) Individuals (high net worth individuals) | 18 | 53.8 |
| (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 | 1 | 0.5 |
| (i) State or municipal government entities | 1 | 3.9 |
| (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 | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 91.0 |
| By Discretionary | ||
| Discretionary | 1 | 3.9 |
| Non-Discretionary | 487 | 87.1 |
| Total | 488 | 91.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 91.0 | |
| Total | 488 | 91.0 |
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|---|---|---|
|
Social Investment Managers and Advisors LLC
✚
|
NY | 0.1 |
|
PMV Capital Advisers LLC
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TX | 0.1 |
|
Bentham Wealth Advisors Inc
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NY | 0.1 |
|
Financial Counseling Inc
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OH | 0.1 |
|
Earthview Advisors LLC
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FL | 0.1 |
|
Dutch Asset Corporation
✚
|
NY | 0.1 |
|
Alsari Wealth Management Global Advisors LLC
✚
|
CA | 0.1 |
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
Wallstreeticom LLC
✚
|
NY | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |