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).
Current Firm Details
By the Numbers
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Total Assets Under Management140MILLION
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Total Number of Accounts606ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, NH, NY, TX
Financial Advisors at Asset Strategies, Inc.
1
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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