Unclaimed Profile

Charles Edward Herget

ASSET STRATEGY CONSULTANTS LLC·HUNT VALLEY, Maryland

Series 1Clean record16 years registeredASSET STRATEGY CONSULTANTS LLC

SIX NORTH PARK DRIVE, HUNT VALLEY, MD 21030CRD# 243636Firm CRD# 110800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Edward Herget · HUNT VALLEY, MD

Registration

CRD #243636 · ASSET STRATEGY CONSULTANTS LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET STRATEGY CONSULTANTS LLC

ASSET STRATEGY CONSULTANTS LLC

Jul 2010 – Sep 2019

HUNT VALLEY, MD

Registrations & Exams

FINRA examinations passed

Series 1

Registration record

First registered · July 16, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET STRATEGY CONSULTANTS LLC

CRD 110800 · SEC 801-55215

AUM

$5.4B

Regulatory assets under management

Employees

82 client accounts

Services offered by ASSET STRATEGY CONSULTANTS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at ASSET STRATEGY CONSULTANTS LLC →

Introduction

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Frequently Asked Questions

What services does Charles Edward Herget offer?

Charles Edward Herget specializes in Investment Management, Wealth Management.

What are Charles Edward Herget's credentials?

Charles Edward Herget is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Edward Herget located?

Charles Edward Herget is based in HUNT VALLEY, Maryland, last registered with ASSET STRATEGY CONSULTANTS LLC.

How does Charles Edward Herget charge for services?

Charles Edward Herget's firm is compensated through percentage of aum, hourly charges, subscription fees, other: one-time projects, with negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET STRATEGY CONSULTANTS LLC?

ASSET STRATEGY CONSULTANTS LLC has approximately 20 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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