CRD: 104512
Asset Strategies, INC
Lisle, IL, 60532
6302411122
$59.7M Total AUM
$58.7M Disc. AUM
-- 3Y CAGR
7 Employees
386 ADV. Clients
41 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-10-1984
- Office Locations
- 1
Office Locations
4722 Main St. Lisle IL
About Asset Strategies, INC
Asset Strategies, INC is a Lisle-based RIA. The firm has been operating for 41 years. Managing $59.7M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$154.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
7 Employees
5 Advisory Reps
4 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
Zenith ridge
Client Personas
Foundation
Investment Themes
Prime meridian Crest beacon
Investment Vehicles
Catalyst
Services
Bridge atlas Insight Frontier Unison
Owner & Executives
MICHAEL ROBERT GRADY
Chief Financial Officer, Manager, President
- CRD
- #1392784
- Ownership
- Less than 5%
(872) 711-2203
timber.ember@zenithcapital.com
in linkedin.com/in/matrix-north
R
RICKI EUGENE HANNA
Manager
- CRD
- #5732785
- Ownership
- Less than 5%
(426) 536-3952
momentum.prime@vitalcapital.com
in linkedin.com/in/peak-vertex
E
Ember unison
Momentum eagle
- CRD
- #77380
- Ownership
- 15.6%
(811) 794-7554
capital.atlas@alphacapital.com
in linkedin.com/in/ember-quantum
Showing 2 of 4 owners & executives
Unlock allContacts
F
FRANK J BODI
--
- CRD
- #1107838
(496) 957-3979
beacon.ember@capitalcapital.com
in linkedin.com/in/unison-prime
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,708,000 | -- |
| Non-Discretionary | $984,000 | -- |
| Total | $59,692,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,692,000
U.S. Government/Agency:
13.6% Equity - Exchange:
16.7% Cash:
18.7% Public Funds:
17.0% Other:
9.5% Corporate - Investment Grade:
14.2% Corporate - Non-Investment Grade:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $440,802,932 | 13.6% |
| Equity - Exchange | $541,280,071 | 16.7% |
| Cash | $606,104,032 | 18.7% |
| Public Funds | $551,003,665 | 17.0% |
| Other | $307,913,813 | 9.5% |
| Corporate - Investment Grade | $460,250,120 | 14.2% |
| Corporate - Non-Investment Grade | $333,843,397 | 10.3% |
| Total | $3,241,198,030 | 100.0% |