Asset Strategies, Inc.

Asset Strategies, Inc. (CRD# 119661) is a financial advisory firm headquartered in Avon, CT. They manage $140,076,947 in 606 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $231,150
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, TX

Financial Advisors at Asset Strategies, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alan M. Rothstein
CRD#: 4370823
80 West Avon Rd., Avon, CT 06001

Alan Rothstein (CRD# 4370823) is an Investment Advisor Representative working at Asset Strategies, Inc. in Avon, CT and has 1 year of experience in the finance industry.

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