PERSONAL ASSET STRATEGIES, INC.

1600 Stewart Avenue
Suite 204
Westbury, New York 11590
Tel: 516-248-8811

About PERSONAL ASSET STRATEGIES, INC.

PERSONAL ASSET STRATEGIES, INC, formally registered with the SEC as PERSONAL ASSET STRATEGIES, INC. The firm was established in 11/12/2004. They have over 2 offices throughout the country.

PERSONAL ASSET STRATEGIES, INC. is a Westbury, New York based Financial Planning firm with nearly $38,878,892 assets under management, offering retirement planning & investment advisory services to 112 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128627
SEC#	801-63578
Assets Managed by Firm	$38,878,892
No. of Clients	112
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	112	$38,878,892
Individuals (other than high net worth individuals)	22	$6,226,200
High net worth individuals	18	$26,058,603

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