Asset Strategies, Inc.

Asset Strategies, Inc. (CRD# 104512) is a financial advisory firm headquartered in Palos Heights, IL. They manage $30,939,806 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $343,776
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.

FL, IL

Financial Advisors at Asset Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Ricki E. Hanna
CRD#: 5732785
7480 West College Drive, Suite 102, Palos Heights, IL 60463
93
Wealthminder
score

Ricki Hanna (CRD# 5732785) is an Investment Advisor Representative working at Asset Strategies, Inc. in Palos Heights, IL and has over 6 years of experience in the finance industry.

2
William F. Kovacic
CRD#: 721989
7480 West College Drive, Suite 102, Palos Heights, IL 60463
63
Wealthminder
score

William Kovacic (CRD# 721989) is an Investment Advisor Representative working at Asset Strategies, Inc. in Palos Heights, IL and has over 35 years of experience in the finance industry.

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