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Asset Management Strategies, Inc.

Asset Management Strategies, Inc.. CRD 135173

A

CRD: 135173

Asset Management Strategies, Inc.

Indianapolis, IN, 46240
3175776912
www.amsria.com
$220.2M Total AUM
$220.2M Disc. AUM
14.5% 3Y CAGR
8 Employees
4,220 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Ember
Established Date
05-31-2005
Office Locations
4

Office Locations

100 SAW Mill Road Suite 2300 Lafayette IN
450 E. 96th Street Suite 500 Indianapolis IN
9465 Counselors ROW Suite 200 Indianapolis IN

About Asset Management Strategies, Inc.

Asset Management Strategies, Inc. is an Indianapolis-based, fee-only RIA serving clients nationwide with retirement planning (IRAs, 401(k) rollovers), comprehensive financial planning (estate/wealth transfer, education), tax planning/preparation, and ongoing portfolio management focused on long-term investing and wealth preservation. The firm operates on a fiduciary, no-commission model and provides a client portal with real-time portfolio and goal-tracking across asset classes.

Team overview

58 AVG AGE
$27.5M AVG AUM / ADVISOR
$52.2K AVG AUM / CLIENT
10.1 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Zenith bridge Ember capital

Custodian

Horizon Crest

Investment Themes

Harbor Signal ridge

Investment Vehicles

Legacy optima

Services

Legacy vital North summit Atlas Pioneer beacon Timber Signal crest Ridge Horizon insight

Technology

Harbor focus

Owner & Executives

A

ANTHONY PATRICK FIORILLO

Chief Compliance Officer, Owner, President

CRD
#1648219
Ownership
75% or more
(482) 477-6499
matrix.insight@optimacapital.com
in linkedin.com/in/value-crest

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Contacts

Y

YADIRA SALINAS GARCIA

Manager, Project Manager

CRD
#4286406
(690) 909-5255
vertex.vector@capitalcapital.com
in linkedin.com/in/peak-beacon
Andrea M Gasaway

Andrea M Gasaway

Vice President

CRD
#7634903
(801) 666-8479
value.vector@crestcapital.com
in linkedin.com/in/prime-ember
S

Signal signal

Vertex frontier north

CRD
#30808
(562) 314-6431
quantum.horizon@eaglecapital.com
in linkedin.com/in/glacier-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
03-29-2024
03-28-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $220,241,744 $104,380
Non-Discretionary $0 --
Total $220,241,744 $104,380

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Separately Managed Accounts

Total SMA Asset: $220,241,744

$220.2M Total SMA
Other:
21.3%
Equity - Exchange:
15.1%
Cash:
18.6%
Corporate - Investment Grade:
15.8%
Municipal Bonds:
21.3%
U.S. Government/Agency:
7.9%
Asset class Assets Assets %
Other $1,750,091,553 21.3%
Equity - Exchange $1,240,675,233 15.1%
Cash $1,528,248,962 18.6%
Corporate - Investment Grade $1,298,189,979 15.8%
Municipal Bonds $1,750,091,553 21.3%
U.S. Government/Agency $649,094,989 7.9%
Total $8,216,392,269 100.0%

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