ASSET STRATEGY ADVISORS, LLC

24 Superior Drive
Suite 101
Natick, Massachusetts 01760-1535
Tel: 781-235-4426

About ASSET STRATEGY ADVISORS, LLC

ASSET STRATEGY ADVISORS, LLC, formally registered with the SEC as ASSET STRATEGY ADVISORS, LLC. The firm was established in 05/15/2006. They have over 1 offices throughout the country.

ASSET STRATEGY ADVISORS, LLC is a Natick, Massachusetts based Financial Planning firm with nearly $917,771,097 assets under management, offering retirement planning & investment advisory services to 544 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139879
SEC#	801-66549
Assets Managed by Firm	$917,771,097
No. of Clients	544
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	544	$917,771,097
Individuals (other than high net worth individuals)	151	$57,440,033
High net worth individuals	372	$177,286,219
Pension and profit sharing plans	21	$683,044,845

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