Asset Strategy Advisors, LLC
Asset Strategy Advisors, LLC (CRD# 139879) is a financial advisory firm headquartered in Natick, MA. They manage $556,996,646 in 539 accounts and serve the financial needs of clients across 12 states (or territories).
-
Total Assets Under Management557MILLION
-
Total Number of Accounts539ACCOUNTS
-
Average Account Value$1,033,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MA, MN, NH, NJ, NY, PA, RI, TX, VA
Kent Fitzpatrick (CRD# 1998842) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 33 years of experience in the finance industry.
Bruce Hardy (CRD# 1713101) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 6 years of experience in the finance industry.
William Mahony (CRD# 4578876) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 21 years of experience in the finance industry.
David O'brien (CRD# 2722690) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 27 years of experience in the finance industry.
Richard Racine (CRD# 1035713) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 29 years of experience in the finance industry.
Rosario Salamone (CRD# 6277552) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 9 years of experience in the finance industry.
Sean Whalen (CRD# 4000934) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 24 years of experience in the finance industry.
Peter Doherty (CRD# 7273960) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 3 years of experience in the finance industry.
William Oneill (CRD# 7396734) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 2 years of experience in the finance industry.