PERSONAL ASSET STRATEGIES, INC.

WESTBURY, New York·2 registered advisors·CRD# 128627
SEC# 801-635781516-248-8811
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PERSONAL ASSET STRATEGIES, INC.

2 registered advisors
Jeffrey Bruce Garber
WESTBURY, New York
Lonnie Milder Garber
WESTBURY, New York
05

Office Locations

WESTBURY, New York
2 advisors

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Data sourced from SEC Form ADV filings. PERSONAL ASSET STRATEGIES, INC. (CRD# 128627) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.