Personal Asset Strategies, Inc.

Overview

Personal Asset Strategies, Inc. is an independent registered investment adviser and corporate RIA that has been SEC-registered since 2004. The firm is owned by an individual and focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. It also operates with broker-dealer activity, a combination that supports access to both listed and private market instruments. The firm charges a mix of fee types — percentage of assets under management, hourly and fixed fees, and it may negotiate performance-based fees. Personal Asset Strategies, Inc. does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a capital allocator running proprietary alternative funds. An industry affiliation with a law firm is noted in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives