Asset Strategies, Inc.

Asset Strategies, Inc. (CRD# 104512) is a financial advisory firm headquartered in Palos Heights, IL. They manage $36,520,869 in 96 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $380,426
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 8 years of experience in the finance industry.

2
William F. Kovacic
CRD#: 721989
7480 West College Drive, Suite 102, Palos Heights, IL 60463
66
Wealthminder
score

William Kovacic (CRD# 721989) is an Investment Advisor Representative working at Asset Strategies, Inc. in Palos Heights, IL and has over 37 years of experience in the finance industry. William Kovacic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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