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Home > Retirement Planners > pennsylvania > camp hill > ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
3425 Simpson Ferry Rd
Suite 204
Camp Hill, Pennsylvania 17011
Tel: (717) 602-1100
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 Status | Approved |
|---|---|
| Firm CRD# | 147982 |
| SEC# | 801-113160 |
| Assets Managed by Firm | $90,989,031 |
| No. of Clients | 488 |
| No. of Advisors | 5 |
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 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 |
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