ASSET STRATEGIES GROUP, LLC
Firm details
- Headquarters
- HIGHLANDS RANCH, Colorado
- CRD number
- 152060
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI71.39%
- Individuals28.61%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Asset Strategies Group, LLC is a privately held limited liability company that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges advisory fees on a percentage-of-AUM basis while also offering hourly billing for certain services. It does not identify as an active ESG investor, does not serve as a capital allocator, and is not registered as a multi-state adviser. Advisory activity is focused on non-discretionary relationships, according to filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities24%
- Cash & Cash Equivalents4%
Contacts
3 of 3JAMES BEAUDREAU
Investment Advisor RepresentativeCRD 2405436
THOMAS LARSEN
Co-FounderCRD 4596220
CONNIE TERRELL
Co-Founder & Managing MemberCRD 4818623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HIGHLANDS RANCH, CO
DOUGLAS
Location
HIGHLANDS RANCH, CO
Headquartered in HIGHLANDS RANCH, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DOUGLAS
- Address
- 1745 Shea Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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