ASSET STRATEGIES, INC.

AVON, Connecticut·3 registered advisors·CRD# 119661
SEC# 801-610231860-673-5500
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASSET STRATEGIES, INC.

3 registered advisors
Alan Miles Rothstein
AVON, Connecticut
Connie Ashmore Brezik
CASPER, Wyoming
Diann Elizabeth Mcchesney
AVON, Connecticut
05

Office Locations

AVON, Connecticut
2 advisors
CASPER, Wyoming
1 advisor

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Data sourced from SEC Form ADV filings. ASSET STRATEGIES, INC. (CRD# 119661) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.