Asset Management Strategies, Inc.
Asset Management Strategies, Inc. (CRD# 135173) is a financial advisory firm headquartered in Indianapolis, IN. They manage $185,758,556 in 1,955 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Asset Management Strategies, Inc.
By the Numbers
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Total Assets Under Management186MILLION
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Total Number of Accounts1,955ACCOUNTS
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Average Account Value$95,017
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IL, IN, MD, OH
Financial Advisors at Asset Management Strategies, Inc.
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