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Asset Strategy Advisors, LLC

● SEC registered since 2006CRD 139879SEC# 801-66549Natick, MA
Export (members)
Reg. AUM
$917.8M
Employees
12
Accounts
544
Location
Natick, MA

Asset Strategy Advisors, LLC assets under management

Asset Strategy Advisors, LLC is a registered investment adviser overseen by the SEC based in Natick, MA. The firm has been registered since 2006. It reports $917.8 million in regulatory assets under management and employs 12 people.
www.facebook.com/assetstrategyadvisorsView on SEC.gov ↗

Asset Strategy Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Asset Strategy Holdings, LLCHolding CompanyOver 75%2020
Kent Allan Fitzpatrick ControlMember/Chief Compliance OfficerOver 75%2007
Rosario Salvatore Salamone ControlDirector Of Research5-10%2020
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Frequently asked questions

How much does Asset Strategy Advisors, LLC manage?

Asset Strategy Advisors, LLC reports $917.8 million in regulatory assets under management on its Form ADV.

How many employees does Asset Strategy Advisors, LLC have?

Asset Strategy Advisors, LLC reports 12 employees.

Where is Asset Strategy Advisors, LLC located?

Asset Strategy Advisors, LLC is based in Natick, MA and has been SEC-registered since 2006.

Does Asset Strategy Advisors, LLC disclose fund performance?

Asset Strategy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24 Superior Drive, Suite 101, Natick, MA 01760-1535
Phone781-235-4426
Fax781-222-3002
Office hours8:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.3M
Non-discretionary$687.4M
Total (RAUM)$917.8M