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Kent Allan Fitzpatrick

ASSET STRATEGY ADVISORS, LLC·NATICK, Massachusetts
Clean recordASSET STRATEGY ADVISORS, LLC
24 SUPERIOR DRIVE, NATICK, MA 01760-1535CRD# 1998842Firm CRD# 139879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kent Allan Fitzpatrick · NATICK, MA
Registration
CRD #1998842 · ASSET STRATEGY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kent Allan Fitzpatrick is a registered financial advisor based in NATICK, Massachusetts, affiliated with ASSET STRATEGY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ASSET STRATEGY ADVISORS, LLC
ASSET STRATEGY ADVISORS, LLC
AUM
$557M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ASSET STRATEGY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1998842
Firm CRD# 139879
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kent Allan Fitzpatrick offer?
Kent Allan Fitzpatrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NATICK, Massachusetts for a consultation.
What are Kent Allan Fitzpatrick's credentials?
Kent Allan Fitzpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kent Allan Fitzpatrick located?
Kent Allan Fitzpatrick is based in NATICK, Massachusetts, working with ASSET STRATEGY ADVISORS, LLC. Their office serves clients in the NATICK metropolitan area and surrounding communities.
How does Kent Allan Fitzpatrick charge for services?
Kent Allan Fitzpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET STRATEGY ADVISORS, LLC?
ASSET STRATEGY ADVISORS, LLC has approximately 12 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET STRATEGY ADVISORS, LLC

Rosario Salvatore Salamone
NATICK, MA
Sean David Whalen
NATICK, MA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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