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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Personal Asset Strategies Inc
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|---|---|
| CRD # | 128627 |
| SEC # | 801-63578 |
| CIK # | |
| AUM | $40.3 M (2025-06-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 516-248-8811 |
| Address | 1600 Stewart Avenue Westbury, NY 11590 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 6.8 |
| (b) Individuals (high net worth individuals) | 18 | 25.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 7.9 |
| Total | 105 | 40.3 |
| By Discretionary | ||
| Discretionary | 105 | 40.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 105 | 40.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.3 | |
| Total | 105 | 40.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FIFR Inc
✚
|
0.0 | |
|
Capital Financial Consultants Group Inc
✚
|
CA | 0.0 |
|
DJ Wealth Systems LLC
✚
|
0.0 | |
|
Beck Asset Management AG
✚
|
0.0 | |
|
Footprints Asset Management & Research Inc
✚
|
NE | 0.0 |
|
Cadogan Park Advisors Inc
✚
|
0.0 | |
|
Integrity Advisory Partners LLC
✚
|
NY | 0.0 |
|
Secure Investment Management LLC
✚
|
AZ | 0.0 |
|
Trowbridge Capital Partners LLC
✚
|
0.0 | |
|
Arrival Capital Management LLC
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|
NY | 0.0 |