Personal Asset Strategies, Inc.
Personal Asset Strategies, Inc. (CRD# 128627) is a financial advisory firm headquartered in Westbury, NY. They manage $25,542,275 in 181 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts181ACCOUNTS
Average Account Value$141,118
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)