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| Keyboard |
| Asset Strategy Retirement Plan Consultants LLC
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|---|---|
| CRD # | 147982 |
| SEC # | 801-113160 |
| CIK # | |
| AUM | 116.4 M (2026-03-04) |
| 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) | 212 | 41.3 |
| (b) Individuals (high net worth individuals) | 25 | 70.0 |
| (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 | 1 | 0.6 |
| (i) State or municipal government entities | 1 | 4.3 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 116.4 |
| By Discretionary | ||
| Discretionary | 1 | 4.3 |
| Non-Discretionary | 538 | 112.1 |
| Total | 539 | 116.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.4 | |
| Total | 539 | 116.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 40 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hayes Asset Management LLC
✚
|
NY | 116.6 M |
|
Dynamic Trading Management LLC
✚
|
NY | 116.6 M |
|
Integra Wealth LLC
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TN | 116.5 M |
|
Luna Capital Management LLC
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|
CA | 116.4 M |
|
Sturman Wealth Advisors LLC
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|
VA | 116.4 M |
|
Ebert Capital Management Inc
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|
CA | 116.3 M |
|
Greenskeeper Asset Management Inc
✚
|
116.3 M | |
|
First Light Wealth Advisors LLC
✚
|
NJ | 116.3 M |
|
Jaffe Asset Management LLC
✚
|
CA | 116.2 M |
|
Columbia Benefits LLC
✚
|
CO | 116.2 M |