ASSET STRATEGY ADVISORS, LLC

NATICK, Massachusetts·3 registered advisors·CRD# 139879
SEC# 801-665490781-235-4426
01

Firm Overview

AUM
$557M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ASSET STRATEGY ADVISORS, LLC

3 registered advisors
Kent Allan Fitzpatrick
NATICK, Massachusetts
Rosario Salvatore Salamone
NATICK, Massachusetts
Sean David Whalen
NATICK, Massachusetts
05

Office Locations

NATICK, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. ASSET STRATEGY ADVISORS, LLC (CRD# 139879) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.