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ASSET STRATEGIES, INC
ASSET STRATEGIES,INC
CRD 104512
4722 MAIN ST., LISLE, IL, 60532, United States
Phone
630-241-1122
Fax
630-435-9129
Registration
— (—)
Source
State registered
Total AUM
$59.7M
Discretionary AUM
$58.7M
Team
7 total employees; 5 advisory reps; 193 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $59.1M |
| Charitable organizations | 2 | $545K |
Official SEC filing: View on IAPD