Personal Asset Strategies, Inc.
Personal Asset Strategies, Inc. (CRD# 128627) is a financial advisory firm headquartered in Westbury, NY. They manage $34,765,522 in 120 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Personal Asset Strategies, Inc.
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$289,713
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY
Financial Advisors at Personal Asset Strategies, Inc.
No Advisor Found.
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