ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, Maryland·7 registered advisors·CRD# 110800
SEC# 801-552151410-528-8282
01

Firm Overview

AUM
$5.4B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ONE-TIME PROJECTS, WITH NEGOTIATED FEE
03

Specialties

Investment ManagementWealth Management
04

Advisors at ASSET STRATEGY CONSULTANTS LLC

7 registered advisors
Alfred James Morrison
HUNT VALLEY, Maryland
Andrew William Conner
HUNT VALLEY, Maryland
Anne Benson Hernandez
HUNT VALLEY, Maryland
Charles Edward Herget
HUNT VALLEY, Maryland
David Elwood Saunders
HUNT VALLEY, Maryland
John Francis Meehan
HUNT VALLEY, Maryland
Robert Graff Merrick
HUNT VALLEY, Maryland
05

Office Locations

HUNT VALLEY, Maryland
7 advisors

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Data sourced from SEC Form ADV filings. ASSET STRATEGY CONSULTANTS LLC (CRD# 110800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.