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Personal Asset Strategies, Inc.

● SEC registered since 2004CRD 128627SEC# 801-63578Westbury, NY
Export (members)
Reg. AUM
$40.3M
Employees
3
Accounts
105
Location
Westbury, NY

Personal Asset Strategies, Inc. assets under management

Personal Asset Strategies, Inc. is a registered investment adviser overseen by the SEC based in Westbury, NY. The firm has been registered since 2004. It reports $40.3 million in regulatory assets under management and employs 3 people.
www.pasfinance.comView on SEC.gov ↗

Personal Asset Strategies, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Bruce Garber ControlChief Compliance Officer, Secretary And DirectorUnder 5%1991
Lonnie Milder Garber ControlPresident And DirectorOver 75%1991

Frequently asked questions

How much does Personal Asset Strategies, Inc. manage?

Personal Asset Strategies, Inc. reports $40.3 million in regulatory assets under management on its Form ADV.

How many employees does Personal Asset Strategies, Inc. have?

Personal Asset Strategies, Inc. reports 3 employees.

Where is Personal Asset Strategies, Inc. located?

Personal Asset Strategies, Inc. is based in Westbury, NY and has been SEC-registered since 2004.

Does Personal Asset Strategies, Inc. disclose fund performance?

Personal Asset Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1600 Stewart Avenue, Suite 204, Westbury, NY 11590
Phone516-248-8811
Fax516-248-1183
Office hours9 a.m. - 4 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$40.3M
Non-discretionary$0
Total (RAUM)$40.3M