3425 Simpson Ferry Rd
Suite 204
Camp Hill, Pennsylvania 17011
Tel: (717) 602-1100
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC, formally registered with the SEC as ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC. The firm was established in 05/08/2018. They have over 1 offices throughout the country.
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC is a Camp Hill, Pennsylvania based Financial Planning firm with nearly $90,989,031 assets under management, offering retirement planning & investment advisory services to 488 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 147982 |
SEC# | 801-113160 |
Assets Managed by Firm | $90,989,031 |
No. of Clients | 488 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 488 | $90,989,031 |
Individuals (other than high net worth individuals) | 190 | $32,552,881 |
High net worth individuals | 18 | $53,750,572 |
Charitable organizations | 1 | $521,884 |
Corporations or other businesses | 3 | $239,946 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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