Asset Strategy Consultants LLC
Asset Strategy Consultants LLC (CRD# 110800) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $5,407,074,344 in 82 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management5,407MILLION
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Total Number of Accounts82ACCOUNTS
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Average Account Value$65,939,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, PA, VA
Edwin Boyer (CRD# 807505) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 31 years of experience in the finance industry.
Juan Buendia (CRD# 1612609) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 8 years of experience in the finance industry.
Andrew Conner (CRD# 7003395) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has 1 year of experience in the finance industry.
Stacy Heistand (CRD# 3000436) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Mechanicsburg, PA and has over 22 years of experience in the finance industry.
Alfred Morrison (CRD# 1361862) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 31 years of experience in the finance industry.
William Wright (CRD# 6535348) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Camp Hill, PA and has over 8 years of experience in the finance industry.
Michael King (CRD# 1921987) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 31 years of experience in the finance industry.