Asset Advisory Services, Inc.
Asset Advisory Services, Inc. (CRD# 136609) is a financial advisory firm headquartered in Great Neck, NY. They manage $716,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$358,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops