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).

Current Firm Details
24 Superior Drive, Suite 101, Natick, MA 01760
https://www.facebook.com/assetstrategyadvisors
By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $1,033,389
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
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, MN, NH, NJ, NY, PA, RI, TX, VA

Financial Advisors at Asset Strategy Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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