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ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CAMP HILL, Pennsylvania
·
4 registered advisors
·
CRD# 147982
SEC# 801-113160
0
(717) 602-1100
01
Firm Overview
AUM
$76M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
4 registered advisors
Clark Gregory Frese
CAMP HILL, Pennsylvania
CRD# 214135
Keaton Tyler Macut
CAMP HILL, Pennsylvania
CRD# 7027759
Neil Joseph Moody
CAMP HILL, Pennsylvania
CRD# 7291004
Stacy Stephen Heistand
CAMP HILL, Pennsylvania
CRD# 3000436
05
Office Locations
CAMP HILL, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC (CRD# 147982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.