A.s.i., Inc. (CRD# 118952) is a financial advisory firm headquartered in , . They manage $24,900,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts32ACCOUNTS
Average Account Value$778,125
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ellen Opprecht (CRD# 4542890) is an Investment Advisor Representative working at A.s.i., Inc. in Ogden, UT and has 1 year of experience in the finance industry. Ellen Opprecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.