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ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

3425 Simpson Ferry Rd
Suite 204
Camp Hill, Pennsylvania 17011
Tel: (717) 602-1100

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About ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#147982
SEC#801-113160
Assets Managed by Firm$90,989,031
No. of Clients488
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total488$90,989,031
Individuals (other than high net worth individuals)190$32,552,881
High net worth individuals18$53,750,572
Charitable organizations1$521,884
Corporations or other businesses3$239,946

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