Asset Strategies, Inc.

Asset Strategies, Inc. (CRD# 104512) is a financial advisory firm headquartered in Lisle, IL. They manage $39,221,244 in 172 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4722 Main St., Lisle, IL 60532
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $228,030
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
The map below shows states where this firm has explicit registration only.

FL, IL, IN, OH

Financial Advisors at Asset Strategies, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael Grady, financial advisor Lisle IL
Michael R. Grady
CRD#: 1392784
4722 Main St., Lisle, IL 60532

Michael Grady (CRD# 1392784) is an Investment Advisor Representative working at Asset Strategies, Inc. in Lisle, IL and has over 38 years of experience in the finance industry.

2
Ricki Hanna, financial advisor Lisle IL
Ricki E. Hanna
CRD#: 5732785
4722 Main St., Lisle, IL 60532

Ricki Hanna (CRD# 5732785) is an Investment Advisor Representative working at Asset Strategies, Inc. in Lisle, IL and has over 14 years of experience in the finance industry.

3
Kristopher Kessler, financial advisor Lisle IL
Kristopher C. Kessler
CRD#: 4543640
4722 Main St., Lisle, IL 60532

Kristopher Kessler (CRD# 4543640) is an Investment Advisor Representative working at Asset Strategies, Inc. in Lisle, IL and has over 21 years of experience in the finance industry.

4
Daniel O'halloran, financial advisor Lisle IL
Daniel P. O'halloran
CRD#: 1391521
4722 Main St., Lisle, IL 60532

Daniel O'halloran (CRD# 1391521) is an Investment Advisor Representative working at Asset Strategies, Inc. in Lisle, IL and has over 38 years of experience in the finance industry.

5
Benjamin Pfiffner, financial advisor Lisle IL
Benjamin R. Pfiffner
CRD#: 5420001
4722 Main St., Lisle, IL 60532

Benjamin Pfiffner (CRD# 5420001) is an Investment Advisor Representative working at Asset Strategies, Inc. in Lisle, IL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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