ASSET STRATEGY ADVISORS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$649M

Discretionary

$221M

34% of AUM

Avg account

$1.3M

Accounts

504

Employees

Advisory reps

Firm details

Headquarters: WAYLAND, Massachusetts
CRD number: 139879
Registered since: May 15, 2006
Website: assetstrategy.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans64.63%
HNWI29.74%
Individuals5.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Asset Strategy Advisors, LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2006. The firm serves both individual and family clients as well as institutional accounts, and it presents itself as a capital allocator that draws on outside managers when appropriate. Its service mix includes financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm also operates as an insurance broker and lists affiliations with broker-dealers, insurance firms and real estate brokerages, indicating a cross-disciplinary business model that combines wealth management, insurance distribution and real estate activity. Fee arrangements are flexible: the firm charges percentage-of-AUM fees alongside hourly and fixed-fee billing for certain services. Asset Strategy Advisors does not present itself as an active ESG investor. Its structure is domestic and owner-controlled, and it positions pension consulting among its core advisory activities.