ASSET STRATEGIES, INC.

AVON, Connecticut·5 registered advisors·CRD# 119661
SEC# 801-610231860-673-5500
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
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.

5 registered advisors
Alan Miles Rothstein
AVON, Connecticut
Connie Ashmore Brezik
CASPER, Wyoming
Diann Elizabeth Mcchesney
AVON, Connecticut
Kathryn Kindl Norris
CASPER, Wyoming
Nolan James Robinson
AVON, Connecticut
05

Office Locations

AVON, Connecticut
3 advisors
CASPER, Wyoming
2 advisors

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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.