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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2006
- Office Locations
- 1
Office Locations
About Asset Strategy Advisors, LLC
Asset Strategy is an independent, fee-based fiduciary wealth management and consulting firm with 35+ years providing unbiased investment guidance, portfolio construction (including ETFs and mutual funds), and risk management within a holistic create/manage/protect/distribute-wealth approach. The firm emphasizes team-based advice, 24/7 account access with real-time investment insight, and a proprietary risk resource (My R!sk), plus ongoing education via blogs, guides, podcast, and YouTube.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENT ALLAN FITZPATRICK
Analyst, Chief Compliance Officer
- CRD
- #1998842
- Ownership
- 75% or more
ROSARIO SALVATORE SALAMONE
Director Of Research
- CRD
- #6277552
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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TIMOTHY JOSEPH BLACK
Director
- CRD
- #1525159
PETER DOHERTY
Financial Consultant
- CRD
- #7273960
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,538,236 | $488,998 |
| Non-Discretionary | $428,722,323 | $8,089,100 |
| Total | $649,260,559 | $1,288,215 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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