ASSET STRATEGY CONSULTANTS LLC

CRD 110800 · SEC 801-55215

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SIX NORTH PARK DRIVE, SUITE 208, HUNT VALLEY, MD, 21030, United States

Phone

410-528-8282

Fax

410-528-8305

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.16B

Discretionary AUM

$395.2M

Team

14 total employees; 11 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; ONE-TIME PROJECTS, WITH NEGOTIATED FEE

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	3	$2.0M
High net worth individuals	11	$80.8M
Pension/profit sharing plans	9	$688.1M
Charitable organizations	18	$1.69B
State/municipal entities	1	$76.2M
Insurance companies	1	$2.48B

States served

DC, MD, PA, VA

All web addresses on file

https://www.linkedin.com/company/asset-strategy-consultants/
HTTP://WWW.ASSETSTRATEGYCONSULTANTS.COM
https://www.facebook.com/Asset-Strategy-Consultants

Official SEC filing: View on IAPD