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Beatrice Shaffer Dreese

ASSET MANAGEMENT STRATEGIES, LLC·LEWISBURG, Pennsylvania
Unclaimed Profile
115 FARLEY CIRCLE, SUITE 102, LEWISBURG, PA 17837CRD# 5676483Firm CRD# 150645
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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
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
No disclosures on file
View on FINRA BrokerCheck →

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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 in LEWISBURG
Ronald Paul Dreese — ASSET MANAGEMENT STRATEGIES, LLCDarin Michael Koss — TOWER WEALTH PARTNERS, INC.Jared Furman Kohl — TOWER WEALTH PARTNERS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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