Asset Management Strategies, Inc.

Asset Management Strategies, Inc. (CRD# 135173) is a financial advisory firm headquartered in Indianapolis, IN. They manage $150,769,672 in 1,637 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    1,637
    ACCOUNTS
  • Average Account Value
    $92,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, IN, MD, OH

Financial Advisors at Asset Management Strategies, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
James D. Compton
CRD#: 51776
100 Saw Mill Road, Suite 2300, Lafayette, IN 47905

James Compton (CRD# 51776) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 19 years of experience in the finance industry.

2
Anthony P. Fiorillo
CRD#: 1648219
9465 Counselors Row, Suite 200, Indianapolis, IN 46240

Anthony Fiorillo (CRD# 1648219) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 28 years of experience in the finance industry.

3
Yadira S. Garcia
CRD#: 4286406
9465 Counselors Row, Suite 200, Indianapolis, IN 46240

Yadira Garcia (CRD# 4286406) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 17 years of experience in the finance industry.

4
Jeffrey A. Gasaway
CRD#: 5257740
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905

Jeffrey Gasaway (CRD# 5257740) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 7 years of experience in the finance industry.

5
Jason R. Gregory
CRD#: 5400474
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905

Jason Gregory (CRD# 5400474) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 12 years of experience in the finance industry.

6
John B. Horner
CRD#: 6237551
9465 Counselors Row, Suite 200, Indianapolis, IN 46240

John Horner (CRD# 6237551) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.

7
Casey J. Kemerly
CRD#: 4707270
Pendleton, IN 46064

Casey Kemerly (CRD# 4707270) is an Investment Advisor Representative working at Asset Management Strategies, Inc. DBA Kemerly Financial LLC in Pendleton, IN and has over 7 years of experience in the finance industry.

8
Matthew J. Lux
CRD#: 5063521
9465 Counselors Row, Suite 200, Indianapolis, IN 46240

Matthew Lux (CRD# 5063521) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Indianapolis, IN and has over 14 years of experience in the finance industry.

9
Michael L. Richardt
CRD#: 4894637
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905

Michael Richardt (CRD# 4894637) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 12 years of experience in the finance industry.

10
Joyce A. Smith
CRD#: 5577000
100 Saw Mill Road, Suite 3300, Lafayette, IN 47905

Joyce Smith (CRD# 5577000) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 2 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.