Asset Strategy Consultants LLC

Asset Strategy Consultants LLC (CRD# 110800) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $7,454,455,068 in 83 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,454
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $89,812,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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.

DC, FL, MA, MD, NC, PA, SC, TX, VA

Financial Advisors at Asset Strategy Consultants LLC
Showing 1 - 9 of 9 top financial advisors.
1
William B. McCall
CRD#: 727014
Six North Park Drive, Suite 208, Hunt Valley, MD 21030
96
Wealthminder
score

William McCall (CRD# 727014) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 35 years of experience in the finance industry. William McCall 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.

2
William O. Badger
CRD#: 1741323
1213 Chersonese Round, Mount Pleasant, SC 29464
93
Wealthminder
score

William Badger (CRD# 1741323) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Mount Pleasant, SC and has over 28 years of experience in the finance industry.

3
Edwin R. Boyer
CRD#: 807505
Six North Park Drive, Suite 208, Hunt Valley, MD 21030
93
Wealthminder
score

Edwin Boyer (CRD# 807505) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.

4
Joseph T. Chadwick
CRD#: 721588
Six North Park Drive, Suite 208, Hunt Valley, MD 21030
93
Wealthminder
score

Joseph Chadwick (CRD# 721588) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 17 years of experience in the finance industry.

5
Alfred J. Morrison
CRD#: 1361862
Six North Park Drive, Suite 208, Hunt Valley, MD 21030
93
Wealthminder
score

Alfred Morrison (CRD# 1361862) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Hunt Valley, MD and has over 24 years of experience in the finance industry.

6
David E. Saunders
CRD#: 4368980
Six North Park Drive, Suite 208, Hunt Valley, MD 21030
88
Wealthminder
score

David Saunders (CRD# 4368980) 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.

7
Clark G. Frese
CRD#: 214135
4720 Gettysburg Road, Suite 201b, Mechanicsburg, PA 17055
87
Wealthminder
score

Clark Frese (CRD# 214135) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Mechanicsburg, PA and has 1 year of experience in the finance industry.

8
Charles E. Herget
CRD#: 243636
Six North Park Drive, Suite 208, Hunt Valley, MD 21030
87
Wealthminder
score

Charles Herget (CRD# 243636) 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.

9
Kent A. Fitzpatrick
CRD#: 1998842
5 Commonwealth Rd, Ste 3a, Natick, MA 01760
83
Wealthminder
score

Kent Fitzpatrick (CRD# 1998842) is an Investment Advisor Representative working at Asset Strategy Consultants LLC in Natick, MA and has over 26 years of experience in the finance industry.

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