| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred James Morrison Control | Managing Member & Chief Compliance Officer | 25-50% | 1992 |
| Anne Benson Hernandez | Principal & Sr. Research Analyst | Under 5% | 2019 |
| Asset Strategy Consultants of Florida Control | Owner | 50-75% | 2023 |
Asset Strategy Consultants LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
Asset Strategy Consultants LLC reports 17 employees.
Asset Strategy Consultants LLC is based in Hunt Valley, MD and has been SEC-registered since 1998.
Asset Strategy Consultants LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Six North Park Drive, Suite 208, Hunt Valley, MD 21030 |
| Phone | 410-528-8282 |
| Fax | 410-528-8305 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $362.2M |
| Non-discretionary | $4.81B |
| Total (RAUM) | $5.17B |