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ASSET STRATEGY ADVISORS, LLC
CRD 139879 · SEC 801-66549
14 WEST PLAIN ST., SUITE 201, WAYLAND, MA, 01778-4470, United States
Phone
781-235-4426
Fax
781-222-3002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$649.3M
Discretionary AUM
$220.5M
Team
10 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $36.6M |
| High net worth individuals | 290 | $193.1M |
| Pension/profit sharing plans | 23 | $419.6M |
States served
CA, LA, MA, MN, NJ, NY, PA, RI, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD