Asset Strategy Consultants LLC

RIASEC RegisteredEst. 1998

Total AUM

$5.2B

Discretionary

$395M

8% of AUM

Avg account

$107M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 110800
Registered since: February 3, 1998
Website: www.assetstrategyconsultants.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Insurance Companies48.09%
Charitable Organizations32.84%
Pension & Profit Sharing Plans13.34%
Other2.64%
HNWI1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Strategy Consultants LLC is an institutional registered investment adviser and capital allocator that serves both high-net-worth individuals/families and institutional clients. The firm offers portfolio management for individuals, small businesses and institutions, and provides selection-of-adviser services and pension consulting. Its business mix also includes fee arrangements by percentage of assets, hourly charges and fixed fees, along with publishing and educational activities such as newsletters and workshops. The adviser is organized as an LLC and has been SEC-registered since 1998.