Asset Strategy Retirement Plan Consultants, LLC
Asset Strategy Retirement Plan Consultants, LLC (CRD# 147982) is a financial advisory firm headquartered in Camp Hill, PA. They manage $75,805,739 in 389 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Asset Strategy Retirement Plan Consultants, LLC
By the Numbers
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Total Assets Under Management76MILLION
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Total Number of Accounts389ACCOUNTS
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Average Account Value$194,873
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MD, NH, PA, TX
Financial Advisors at Asset Strategy Retirement Plan Consultants, LLC
1
Clark Frese (CRD# 214135) is an Investment Advisor Representative working at Asset Strategy Retirement Plan Consultants, LLC in Camp Hill, PA and has 1 year of experience in the finance industry.
2
Keaton Macut (CRD# 7027759) is an Investment Advisor Representative working at Asset Strategy Retirement Plan Consultants, LLC in Camp Hill, PA and has over 5 years of experience in the finance industry.
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