Asset Management Strategies, Inc.

Asset Management Strategies, Inc. (CRD# 135173) is a financial advisory firm headquartered in Indianapolis, IN. They manage $102,498,531 in 618 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $165,855
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, IN, MD, OH

Financial Advisors at Asset Management Strategies, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
John R. Compton
CRD#: 1846811
500 E. 96th Street, Suite 455, Indianapolis, IN 46240
93
Wealthminder
score

John Compton (CRD# 1846811) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 29 years of experience in the finance industry.

2
Anthony P. Fiorillo
CRD#: 1648219
10100 Lantern Road, Suite 150a, Fishers, IN 46038
93
Wealthminder
score

Anthony Fiorillo (CRD# 1648219) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Fishers, IN and has over 26 years of experience in the finance industry.

3
Jason R. Gregory
CRD#: 5400474
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905
93
Wealthminder
score

Jason Gregory (CRD# 5400474) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 10 years of experience in the finance industry.

4
Matthew J. Lux
CRD#: 5063521
9465 Counselors Row, Suite 200, Indianapolis, IN 46240
93
Wealthminder
score

Matthew Lux (CRD# 5063521) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 12 years of experience in the finance industry.

5
Sarah L. Stewart
CRD#: 3233251
500 E. 96th Street, Suite 455, Indianapolis, IN 46240
93
Wealthminder
score

Sarah Stewart (CRD# 3233251) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 17 years of experience in the finance industry.

6
Loyd A. Timmons
CRD#: 5310468
Frankfort, IN
93
Wealthminder
score

Loyd Timmons (CRD# 5310468) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Frankfort, IN and has over 6 years of experience in the finance industry.

7
Joyce A. Smith
CRD#: 5577000
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905
87
Wealthminder
score

Joyce Smith (CRD# 5577000) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has 1 year of experience in the finance industry.

8
Yadira S. Garcia
CRD#: 4286406
9465 Counselors Row, Suite 200, Indianapolis, IN 46240
83
Wealthminder
score

Yadira Garcia (CRD# 4286406) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry.

9
Jeffrey A. Gasaway
CRD#: 5257740
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905
68
Wealthminder
score

Jeffrey Gasaway (CRD# 5257740) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 5 years of experience in the finance industry.

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