CRD: 152060
Asset Strategies Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2010
- Office Locations
- 3
Office Locations
About Asset Strategies Group, LLC
Asset Strategies Group, LLC is a fee-only fiduciary RIA offering holistic financial wellness planning and investment management. The team provides personal consultations with partners, risk and portfolio analysis, and portfolio checkups focused on diversification, performance, costs, and life goals. Serves retail investors, including business owners, and primarily implements portfolios using ETFs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES JOSEPH BEAUDREAU III
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2405436
- Ownership
- 25% but less than 50%
THOMAS N LARSEN
Investment Advisor Representative, Managing Member
- CRD
- #4596220
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,319,477 | -- |
| Total | $61,319,477 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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