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ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982 · SEC 801-113160
3425 SIMPSON FERRY RD, SUITE 204, CAMP HILL, PA, 17011, United States
Phone
(717) 602-1100
Fax
866-304-7936
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.4M
Discretionary AUM
$4.3M
Team
5 total employees; 4 advisory reps; 40 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $41.3M |
| High net worth individuals | 25 | $70.0M |
| Charitable organizations | 1 | $571K |
| State/municipal entities | 1 | $4.3M |
| Corporations/business entities | 3 | $251K |
States served
MD, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD