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Beatrice Shaffer Dreese

ASSET MANAGEMENT STRATEGIES, LLC·LEWISBURG, Pennsylvania
Clean recordASSET MANAGEMENT STRATEGIES, LLC
115 FARLEY CIRCLE, SUITE 102, LEWISBURG, PA 17837CRD# 5676483Firm CRD# 150645

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beatrice Shaffer Dreese · LEWISBURG, PA
Registration
CRD #5676483 · ASSET MANAGEMENT STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Beatrice Shaffer Dreese is a registered financial advisor based in LEWISBURG, Pennsylvania, affiliated with ASSET MANAGEMENT STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ASSET MANAGEMENT STRATEGIES, LLC
ASSET MANAGEMENT STRATEGIES, LLC
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ASSET MANAGEMENT STRATEGIES, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5676483
Firm CRD# 150645
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Beatrice Shaffer Dreese offer?
Beatrice Shaffer Dreese specializes in Investment Management. Contact their office in LEWISBURG, Pennsylvania for a consultation.
What are Beatrice Shaffer Dreese's credentials?
Beatrice Shaffer Dreese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beatrice Shaffer Dreese located?
Beatrice Shaffer Dreese is based in LEWISBURG, Pennsylvania, working with ASSET MANAGEMENT STRATEGIES, LLC. Their office serves clients in the LEWISBURG metropolitan area and surrounding communities.
How does Beatrice Shaffer Dreese charge for services?
Beatrice Shaffer Dreese's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET MANAGEMENT STRATEGIES, LLC?
ASSET MANAGEMENT STRATEGIES, LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET MANAGEMENT STRATEGIES, LLC

Ronald Paul Dreese
LEWISBURG, PA

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Research
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