Asset Management Solutions, Llc Dba Asset Planning Solutions
Asset Management Solutions, Llc Dba Asset Planning Solutions (CRD# 124402) is a financial advisory firm headquartered in Edmond, OK. They manage $25,500,000 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Asset Management Solutions, Llc Dba Asset Planning Solutions
By the Numbers
-
Total Assets Under Management26MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$183,453
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Asset Management Solutions, Llc Dba Asset Planning Solutions
No Advisor Found.
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