ASSET STRATEGY CONSULTANTS LLC

Six North Park Drive
Suite 208
Hunt Valley, Maryland 21030
Tel: 410-528-8282

About ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS LLC, formally registered with the SEC as ASSET STRATEGY CONSULTANTS LLC. The firm was established in 02/03/1998. They have over 2 offices throughout the country.

ASSET STRATEGY CONSULTANTS LLC is a Hunt Valley, Maryland based Financial Planning firm with nearly $5,407,074,344 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110800
SEC#	801-55215
Assets Managed by Firm	$5,407,074,344
No. of Clients	82
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	82	$5,407,074,344
Individuals (other than high net worth individuals)	5	$27,436,361
High net worth individuals	30	$139,727,340
Pension and profit sharing plans	15	$828,193,838
Charitable organizations	23	$1,656,255,198

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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