ASSET MANAGEMENT STRATEGIES, INC.

450 E. 96th Street
Suite 500
Indianapolis, Indiana 46240
Tel: 3175776912

About ASSET MANAGEMENT STRATEGIES, INC.

ASSET MANAGEMENT STRATEGIES, INC, formally registered with the SEC as ASSET MANAGEMENT STRATEGIES, INC. The firm was established in 11/10/2016. They have over 3 offices throughout the country.

ASSET MANAGEMENT STRATEGIES, INC. is a Indianapolis, Indiana based Financial Planning firm with nearly $185,758,556 assets under management, offering retirement planning & investment advisory services to 1955 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135173
SEC#	801-108628
Assets Managed by Firm	$185,758,556
No. of Clients	1955
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1955	$185,758,556
Individuals (other than high net worth individuals)	1955	$185,758,556

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