Asset Strategy Advisors, LLC

Asset Strategy Advisors, LLC (CRD# 139879) is a financial advisory firm headquartered in Natick, MA. They manage $188,770,260 in 261 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $723,258
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MA

Financial Advisors at Asset Strategy Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Richard R. Racine
CRD#: 1035713
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
96
Wealthminder
score

Richard Racine (CRD# 1035713) 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.

2
William B. Reeve
CRD#: 2670154
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
96
Wealthminder
score

William Reeve (CRD# 2670154) 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. William Reeve 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.

3
Mark C. Griffith
CRD#: 871198
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
93
Wealthminder
score

Mark Griffith (CRD# 871198) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 36 years of experience in the finance industry.

4
William D. Mahony
CRD#: 4578876
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
93
Wealthminder
score

William Mahony (CRD# 4578876) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 14 years of experience in the finance industry.

5
Kathryn A. Zimmerman
CRD#: 4244367
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
93
Wealthminder
score

Kathryn Zimmerman (CRD# 4244367) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 15 years of experience in the finance industry.

6
Rosario S. Salamone
CRD#: 6277552
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
88
Wealthminder
score

Rosario Salamone (CRD# 6277552) 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.

7
Matthew V. Pierce
CRD#: 4726664
5 Commonwealth Rd, Natick, MA 01760
87
Wealthminder
score

Matthew Pierce (CRD# 4726664) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has 1 year of experience in the finance industry.

8
Robert N. Jones
CRD#: 2381966
5 Commonwealth Rd., Suite 3a, Natick, MA 01760
48
Wealthminder
score

Robert Jones (CRD# 2381966) 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.

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