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 SEC-registered investment adviser formed as an LLC in 1998 that serves both high-net-worth individuals/families and institutional clients. The firm acts as a capital allocator and provides portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and runs publications and educational seminars. Its fee model is mixed — percentage of AUM supplemented by hourly and fixed fees and other arrangements. The firm is not flagged as an active ESG investor.