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ASSET MANAGEMENT STRATEGIES, INC.

CRD 135173 · SEC 801-108628

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450 E. 96TH STREET, SUITE 500, INDIANAPOLIS, IN, 46240, United States

Phone

3175776912

Fax

317-799-1799

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$220.2M

Discretionary AUM

$220.2M

Team

8 total employees; 8 advisory reps; 2110 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals2110$220.2M

States served

CA, IL, IN, MD, OH

All web addresses on file

Official SEC filing: View on IAPD