PERSONAL ASSET STRATEGIES, INC.

RIASEC RegisteredEst. 2004

Total AUM

$40.3M

Discretionary

$40.3M

100% of AUM

Avg account

$383K

Accounts

105

Employees

Advisory reps

Firm details

Headquarters: WESTBURY, New York
CRD number: 128627
Registered since: November 12, 2004
Website: pasfinance.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI63.41%
Other19.74%
Individuals16.84%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Personal Asset Strategies, Inc. is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily for individuals and families. Established in 2004, the firm operates under the ownership of an individual and has built a reputation for its personalized approach to wealth management. The firm does not position itself as a capital allocator and does not actively engage in ESG investing. Its fee structure is diverse, incorporating a percentage of assets under management, hourly charges, fixed fees, and performance-based fees.