| Name | Title | Ownership | Since |
|---|---|---|---|
| Keaton Tyler Macut Control | Owner, Financial Advisor And Partner | 25-50% | 2020 |
| Neil Joseph Moody Control | Director Of Operations, Partner | 5-10% | 2020 |
| Stacy Stephen Heistand Control | Chief Compliance Officer, Financial Advisor, Partner | 25-50% | 2020 |
Asset Strategy Retirement Plan Consultants, LLC reports $91 million in regulatory assets under management on its Form ADV.
Asset Strategy Retirement Plan Consultants, LLC reports 5 employees.
Asset Strategy Retirement Plan Consultants, LLC is based in Camp Hill, PA and has been SEC-registered since 2018.
Asset Strategy Retirement Plan Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3425 Simpson Ferry Rd, Suite 204, Camp Hill, PA 17011 |
| Phone | (717) 602-1100 |
| Fax | 866-304-7936 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.9M |
| Non-discretionary | $87.1M |
| Total (RAUM) | $91M |